ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 149 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,678,000 | +24.7% | 33,289 | +24.9% | 0.01% | +20.0% |
| Q3 2019 | $1,346,000 | -16.3% | 26,660 | -16.4% | 0.01% | -16.7% |
| Q2 2019 | $1,609,000 | -8.0% | 31,889 | -9.1% | 0.01% | -14.3% |
| Q1 2019 | $1,749,000 | -11.3% | 35,067 | -12.8% | 0.01% | -26.3% |
| Q4 2018 | $1,972,000 | +36.6% | 40,197 | +36.4% | 0.02% | +26.7% |
| Q3 2018 | $1,444,000 | +19.6% | 29,469 | +19.8% | 0.02% | -11.8% |
| Q2 2018 | $1,207,000 | -13.0% | 24,589 | -12.6% | 0.02% | -10.5% |
| Q1 2018 | $1,388,000 | +11.6% | 28,122 | +12.7% | 0.02% | +11.8% |
| Q4 2017 | $1,244,000 | +44.0% | 24,952 | +45.3% | 0.02% | +21.4% |
| Q3 2017 | $864,000 | +11.9% | 17,167 | +11.9% | 0.01% | 0.0% |
| Q2 2017 | $772,000 | +39.4% | 15,341 | +39.0% | 0.01% | +27.3% |
| Q1 2017 | $554,000 | 0.0% | 11,035 | -0.2% | 0.01% | -15.4% |
| Q4 2016 | $554,000 | +5.3% | 11,060 | +6.6% | 0.01% | 0.0% |
| Q3 2016 | $526,000 | -1.7% | 10,376 | +96.4% | 0.01% | -7.1% |
| Q2 2016 | $535,000 | – | 5,284 | – | 0.01% | – |
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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% |