ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 340 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $223,000 | -13.6% | 4,845 | -10.9% | 0.03% | -10.3% |
| Q2 2022 | $258,000 | -13.1% | 5,435 | -11.2% | 0.03% | 0.0% |
| Q1 2022 | $297,000 | -0.7% | 6,120 | +3.4% | 0.03% | +3.6% |
| Q4 2021 | $299,000 | +11.6% | 5,920 | +13.2% | 0.03% | -3.4% |
| Q3 2021 | $268,000 | 0.0% | 5,230 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $268,000 | +712.1% | 5,230 | +694.8% | 0.03% | +625.0% |
| Q3 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -28.6% |
| Q1 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $33,000 | -21.4% | 658 | -23.3% | 0.01% | -22.2% |
| Q1 2019 | $42,000 | -8.7% | 858 | -10.4% | 0.01% | -18.2% |
| Q4 2018 | $46,000 | -2.1% | 958 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $47,000 | 0.0% | 958 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $47,000 | – | 958 | – | 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% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |