ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 66 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $56,000 | +1.8% | 1,145 | +3.5% | 0.01% | 0.0% |
| Q1 2018 | $55,000 | +7.8% | 1,106 | +7.7% | 0.01% | +8.3% |
| Q4 2017 | $51,000 | +4.1% | 1,027 | +5.0% | 0.01% | -7.7% |
| Q3 2017 | $49,000 | +28.9% | 978 | +30.7% | 0.01% | +18.2% |
| Q2 2017 | $38,000 | +15.2% | 748 | +12.5% | 0.01% | +10.0% |
| Q1 2017 | $33,000 | 0.0% | 665 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $33,000 | 0.0% | 665 | +0.6% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | +3.1% | 661 | +110.5% | 0.01% | -9.1% |
| Q2 2016 | $32,000 | +6.7% | 314 | +5.7% | 0.01% | -8.3% |
| Q1 2016 | $30,000 | -49.2% | 297 | -49.9% | 0.01% | -78.2% |
| Q4 2015 | $59,000 | +96.7% | 593 | +101.0% | 0.06% | +292.9% |
| Q3 2015 | $30,000 | – | 295 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |