Campbell Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Campbell Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222
-50.4%
4,793
-50.0%
0.03%
-32.5%
Q2 2023$448
+11.4%
9,586
+12.4%
0.04%
-20.0%
Q1 2023$402
+8.1%
8,529
+6.6%
0.05%
-3.8%
Q4 2022$372
-100.0%
8,000
-80.7%
0.05%
-81.2%
Q3 2022$1,913,000
-98.2%
41,504
-98.2%
0.28%
-98.2%
Q2 2022$108,075,000
+9.1%
2,280,073
+11.5%
15.14%
+25.6%
Q1 2022$99,061,000
+28.4%
2,044,181
+33.6%
12.05%
+36.6%
Q4 2021$77,145,000
+2.9%
1,529,742
+4.2%
8.82%
-12.2%
Q3 2021$74,967,000
+2.5%
1,467,934
+2.9%
10.04%
+1.4%
Q2 2021$73,158,000
+1895.6%
1,426,353
+1895.5%
9.90%
+1868.4%
Q1 2021$3,666,000
+4.8%
71,479
+5.5%
0.50%
-1.4%
Q4 2020$3,499,000
+9.1%
67,756
+8.9%
0.51%
-2.7%
Q3 2020$3,206,000
+14.1%
62,197
+14.0%
0.52%
+7.2%
Q2 2020$2,809,000
+8.5%
54,580
+6.4%
0.49%
-13.5%
Q1 2020$2,590,000
+5.0%
51,284
+4.8%
0.56%
+13.9%
Q4 2019$2,467,000
+5.3%
48,940
+5.5%
0.50%
-4.6%
Q3 2019$2,342,000
+11.9%
46,388
+11.8%
0.52%
+3.6%
Q2 2019$2,093,000
+12.2%
41,504
+11.0%
0.50%
+1.2%
Q1 2019$1,865,000
-23.4%
37,401
-24.6%
0.50%
-34.0%
Q4 2018$2,435,00049,6320.75%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders