ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $232,663 | -0.1% | 4,912 | 0.0% | 0.06% | -3.1% |
| Q1 2024 | $233,007 | -0.3% | 4,912 | 0.0% | 0.06% | -1.5% |
| Q4 2023 | $233,596 | +16.8% | 4,912 | +23.6% | 0.06% | +41.3% |
| Q4 2021 | $200,000 | -1.5% | 3,974 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $203,000 | -18.5% | 3,974 | -18.1% | 0.05% | -19.0% |
| Q2 2021 | $249,000 | -66.9% | 4,855 | -66.9% | 0.06% | -68.3% |
| Q1 2021 | $753,000 | -4.7% | 14,684 | -4.0% | 0.18% | -9.0% |
| Q4 2020 | $790,000 | -38.7% | 15,297 | -38.8% | 0.20% | -44.0% |
| Q3 2020 | $1,289,000 | -0.3% | 25,014 | -0.4% | 0.36% | -7.5% |
| Q2 2020 | $1,293,000 | – | 25,113 | – | 0.39% | – |
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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% |