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 2023 | $1,040,649 | -0.3% | 22,438 | +0.2% | 0.09% | -1.1% |
| Q2 2023 | $1,044,159 | +3.6% | 22,388 | +4.7% | 0.09% | -5.3% |
| Q1 2023 | $1,008,304 | -0.3% | 21,383 | -1.8% | 0.09% | -8.7% |
| Q4 2022 | $1,011,454 | -50.9% | 21,779 | -51.3% | 0.10% | -12.7% |
| Q3 2022 | $2,062,000 | -2.7% | 44,756 | 0.0% | 0.12% | -3.3% |
| Q2 2022 | $2,120,000 | -18.6% | 44,756 | -16.8% | 0.12% | -3.2% |
| Q1 2022 | $2,605,000 | +130.9% | 53,767 | +140.3% | 0.13% | +13.5% |
| Q4 2021 | $1,128,000 | -21.6% | 22,378 | -20.3% | 0.11% | -25.0% |
| Q2 2021 | $1,438,000 | +23.1% | 28,061 | +23.2% | 0.15% | -5.7% |
| Q1 2021 | $1,168,000 | +3.4% | 22,770 | +4.0% | 0.16% | -5.4% |
| Q4 2020 | $1,130,000 | +0.8% | 21,888 | +0.7% | 0.17% | -9.3% |
| Q3 2020 | $1,121,000 | -1.8% | 21,740 | -2.0% | 0.18% | -11.6% |
| Q2 2020 | $1,141,000 | -4.3% | 22,176 | -6.2% | 0.21% | -24.2% |
| Q1 2020 | $1,192,000 | -9.4% | 23,630 | -9.5% | 0.27% | +37.2% |
| Q4 2019 | $1,316,000 | -2.1% | 26,118 | -1.8% | 0.20% | -28.9% |
| Q3 2019 | $1,344,000 | -1.4% | 26,596 | -1.6% | 0.28% | +56.4% |
| Q2 2019 | $1,363,000 | +0.8% | 27,039 | -0.4% | 0.18% | -40.5% |
| Q1 2019 | $1,352,000 | -2.0% | 27,152 | -3.6% | 0.30% | -18.9% |
| Q4 2018 | $1,379,000 | – | 28,165 | – | 0.37% | – |
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% |