ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $204,000 | -58.8% | 3,967 | -58.7% | 0.03% | -60.0% |
Q3 2020 | $495,000 | -96.4% | 9,609 | -96.4% | 0.08% | -96.6% |
Q2 2020 | $13,797,000 | +4.8% | 268,072 | +2.8% | 2.52% | -10.0% |
Q1 2020 | $13,166,000 | +30.3% | 260,726 | +30.1% | 2.80% | +81.0% |
Q4 2019 | $10,101,000 | +0.4% | 200,432 | +0.6% | 1.55% | -10.9% |
Q3 2019 | $10,061,000 | +1.3% | 199,282 | +1.2% | 1.74% | +2.7% |
Q2 2019 | $9,931,000 | -7.5% | 196,929 | -8.6% | 1.69% | -17.3% |
Q1 2019 | $10,738,000 | -11.7% | 215,382 | -13.1% | 2.05% | -4.5% |
Q4 2018 | $12,154,000 | -99.9% | 247,745 | +0.8% | 2.14% | +26.5% |
Q3 2018 | $12,045,404,000 | +98414.8% | 245,825 | -1.3% | 1.70% | -11.6% |
Q2 2018 | $12,227,000 | +11.1% | 249,128 | +11.7% | 1.92% | +1.5% |
Q1 2018 | $11,010,000 | – | 223,117 | – | 1.89% | – |
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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% |