ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,043,000 | -3.1% | 99,993 | -1.8% | 1.93% | -86.0% |
| Q3 2021 | $5,202,000 | +526.7% | 101,857 | +529.6% | 13.85% | +1666.7% |
| Q1 2021 | $830,000 | -70.3% | 16,178 | -71.1% | 0.78% | -70.1% |
| Q1 2019 | $2,793,000 | -4.2% | 56,020 | -5.7% | 2.62% | -14.8% |
| Q4 2018 | $2,915,000 | -9.7% | 59,380 | -9.9% | 3.07% | +0.8% |
| Q3 2018 | $3,228,000 | – | 65,880 | – | 3.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 814,669 | $37,833,245 | 17.09% |
| MARYLAND CAPITAL ADVISORS INC. | 332,590 | $15,445,480 | 14.42% |
| Prosperity Planning, Inc. | 529,320 | $26,451,010 | 13.07% |
| Buttonwood Financial Advisors Inc. | 277,755 | $12,898,957 | 10.86% |
| Opal Wealth Advisors, LLC | 394,644 | $18,327,267 | 10.11% |
| Old North State Trust, LLC | 327,216 | $15,196 | 9.99% |
| Courage Miller Partners, LLC | 445,031 | $20,667,253 | 9.52% |
| Boyd Wealth Management, LLC | 243,763 | $11,320,354 | 8.31% |
| CAPITAL INSIGHT PARTNERS, LLC | 622,310 | $28,900,076 | 7.49% |
| Onyx Bridge Wealth Group LLC | 369,850 | $17,323,788 | 7.05% |