ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,934,502 | +13.1% | 84,832 | +13.7% | 1.37% | +8.5% |
| Q2 2023 | $3,479,469 | -1.9% | 74,603 | -0.8% | 1.26% | +5.3% |
| Q1 2023 | $3,546,370 | -33.6% | 75,207 | -34.6% | 1.20% | -37.0% |
| Q4 2022 | $5,338,618 | +1.3% | 114,957 | +0.5% | 1.90% | -22.2% |
| Q3 2022 | $5,272,000 | +31.5% | 114,355 | +35.2% | 2.45% | +35.0% |
| Q2 2022 | $4,009,000 | +237.5% | 84,576 | +245.0% | 1.81% | +347.4% |
| Q1 2022 | $1,188,000 | +338.4% | 24,514 | +343.9% | 0.40% | +136.8% |
| Q4 2018 | $271,000 | – | 5,522 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARYLAND CAPITAL ADVISORS INC. | 355,009 | $17,903,000 | 14.77% |
| Klaas Financial Asset Advisors, LLC | 1,173,904 | $59,200,000 | 13.37% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 372,528 | $18,787,000 | 13.15% |
| Prosperity Planning, Inc. | 513,160 | $25,879,000 | 13.12% |
| Buttonwood Financial Advisors Inc. | 247,738 | $12,493,000 | 12.22% |
| Old North State Trust, LLC | 322,018 | $16,239,000 | 11.66% |
| Newman & Schimel, LLC | 372,523 | $18,786,000 | 10.66% |
| Campbell Wealth Management | 1,529,742 | $77,145,000 | 8.82% |
| Courage Miller Partners, LLC | 453,486 | $22,869,000 | 8.65% |
| Hudson Capital Management LLC | 419,112 | $21,136,000 | 7.66% |