ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,000 | -73.7% | 100 | -73.7% | 0.00% | -75.0% |
| Q2 2021 | $19,000 | 0.0% | 380 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | -5.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +5.3% | 380 | 0.0% | 0.01% | -30.0% |
| Q1 2020 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | +42.9% |
| Q4 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -11.8% |
| Q2 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -10.0% |
| Q4 2018 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $19,000 | +35.7% | 380 | +35.7% | 0.02% | +41.7% |
| Q1 2018 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $14,000 | – | 280 | – | 0.01% | – |
Download | ||||||
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% |