ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 242 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $8,000 | -94.0% | 165 | -93.6% | 0.00% | -93.3% |
| Q2 2021 | $133,000 | -6.3% | 2,591 | -6.2% | 0.02% | -28.6% |
| Q1 2021 | $142,000 | +22.4% | 2,761 | +23.3% | 0.02% | 0.0% |
| Q4 2020 | $116,000 | +123.1% | 2,240 | +120.7% | 0.02% | +90.9% |
| Q3 2020 | $52,000 | -1.9% | 1,015 | -1.3% | 0.01% | 0.0% |
| Q2 2020 | $53,000 | +15.2% | 1,028 | +15.0% | 0.01% | -8.3% |
| Q1 2020 | $46,000 | -4.2% | 894 | -5.7% | 0.01% | +9.1% |
| Q4 2019 | $48,000 | – | 948 | – | 0.01% | – |
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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% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |