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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,000 | -98.5% | 13 | -99.0% | 0.00% | -100.0% |
| Q4 2020 | $66,000 | +6500.0% | 1,273 | +9692.3% | 0.02% | – |
| Q3 2020 | $1,000 | -98.5% | 13 | -99.0% | 0.00% | -100.0% |
| Q2 2020 | $66,000 | +6500.0% | 1,273 | +9692.3% | 0.03% | +2800.0% |
| Q1 2020 | $1,000 | -98.8% | 13 | -99.2% | 0.00% | -96.6% |
| Q4 2019 | $80,000 | +370.6% | 1,592 | +360.1% | 0.03% | +314.3% |
| Q3 2019 | $17,000 | 0.0% | 346 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 344 | +0.6% | 0.01% | -12.5% |
| Q1 2019 | $17,000 | -10.5% | 342 | -13.0% | 0.01% | -20.0% |
| Q4 2018 | $19,000 | 0.0% | 393 | +0.8% | 0.01% | +11.1% |
| Q3 2018 | $19,000 | -97.9% | 390 | -97.8% | 0.01% | -98.4% |
| Q1 2017 | $886,000 | -84.7% | 17,670 | -84.8% | 0.55% | -84.8% |
| Q4 2016 | $5,803,000 | +10.4% | 116,056 | +11.9% | 3.64% | +8.2% |
| Q3 2016 | $5,255,000 | +12.2% | 103,743 | +124.9% | 3.37% | +5.4% |
| Q2 2016 | $4,685,000 | -14.2% | 46,134 | -15.0% | 3.20% | -26.0% |
| Q1 2016 | $5,463,000 | +20.4% | 54,289 | +18.8% | 4.32% | +18.9% |
| Q4 2015 | $4,537,000 | – | 45,707 | – | 3.64% | – |
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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% |