ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 261 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $202,000 | -2.9% | 4,400 | 0.0% | 0.10% | -3.8% |
| Q2 2022 | $208,000 | -1.4% | 4,400 | 0.0% | 0.11% | +9.3% |
| Q1 2022 | $211,000 | -4.1% | 4,400 | 0.0% | 0.10% | +7.8% |
| Q4 2021 | $220,000 | -11.6% | 4,400 | -10.2% | 0.09% | +5.9% |
| Q3 2021 | $249,000 | -0.8% | 4,900 | 0.0% | 0.08% | -7.6% |
| Q2 2021 | $251,000 | -0.4% | 4,900 | 0.0% | 0.09% | -9.8% |
| Q1 2021 | $252,000 | +16.1% | 4,900 | +16.7% | 0.10% | +13.3% |
| Q4 2020 | $217,000 | -22.8% | 4,200 | -22.9% | 0.09% | -45.5% |
| Q2 2020 | $281,000 | +1.1% | 5,450 | 0.0% | 0.16% | -31.2% |
| Q1 2020 | $278,000 | +17.8% | 5,450 | +17.2% | 0.24% | +12.7% |
| Q4 2019 | $236,000 | +3.1% | 4,650 | +2.2% | 0.21% | -10.5% |
| Q3 2019 | $229,000 | – | 4,550 | – | 0.24% | – |
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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% |