ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 126 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $262,000 | -5.4% | 5,406 | -1.6% | 0.19% | -1.5% |
Q4 2021 | $277,000 | -1.8% | 5,494 | -0.3% | 0.20% | -9.6% |
Q3 2021 | $282,000 | 0.0% | 5,513 | +0.4% | 0.22% | +2.8% |
Q2 2021 | $282,000 | +12.4% | 5,492 | +12.3% | 0.21% | +8.7% |
Q1 2021 | $251,000 | -0.4% | 4,890 | +0.3% | 0.20% | +1.0% |
Q4 2020 | $252,000 | +9.1% | 4,876 | +9.0% | 0.19% | -1.0% |
Q3 2020 | $231,000 | +3.6% | 4,475 | +3.2% | 0.20% | +9.6% |
Q2 2020 | $223,000 | -9.0% | 4,336 | -10.6% | 0.18% | +4.1% |
Q4 2019 | $245,000 | +0.4% | 4,852 | +0.5% | 0.17% | -5.5% |
Q3 2019 | $244,000 | +0.8% | 4,829 | +0.7% | 0.18% | -0.5% |
Q2 2019 | $242,000 | +2.1% | 4,796 | +0.7% | 0.18% | -1.6% |
Q1 2019 | $237,000 | +13.9% | 4,762 | +12.5% | 0.18% | 0.0% |
Q4 2018 | $208,000 | -18.8% | 4,232 | -19.1% | 0.18% | -19.6% |
Q3 2018 | $256,000 | +0.4% | 5,230 | +0.7% | 0.23% | -7.6% |
Q2 2018 | $255,000 | +4.1% | 5,196 | +4.7% | 0.25% | +2.9% |
Q1 2018 | $245,000 | -0.4% | 4,961 | +0.4% | 0.24% | +1.3% |
Q4 2017 | $246,000 | – | 4,942 | – | 0.24% | – |
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% |