ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,458,000 | +6.2% | 47,682 | +6.0% | 0.09% | -47.6% |
| Q2 2020 | $2,315,000 | -17.1% | 44,971 | -18.6% | 0.17% | -31.7% |
| Q1 2020 | $2,792,000 | -48.4% | 55,280 | -48.5% | 0.24% | -33.1% |
| Q4 2019 | $5,409,000 | -65.3% | 107,325 | -65.2% | 0.36% | -68.2% |
| Q3 2019 | $15,592,000 | +1.5% | 308,814 | +1.4% | 1.14% | -0.8% |
| Q2 2019 | $15,362,000 | +2.8% | 304,615 | +1.7% | 1.15% | +2.1% |
| Q1 2019 | $14,937,000 | +19.8% | 299,569 | +17.9% | 1.13% | +1.5% |
| Q4 2018 | $12,465,000 | +623150.0% | 254,067 | +508034.0% | 1.11% | – |
| Q3 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 50 | +100.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q1 2016 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |