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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,784 | +2.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $4,684 | -0.6% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,711 | -17.4% | 101 | -16.5% | 0.00% | -25.0% |
| Q1 2023 | $5,706 | +21.7% | 121 | +19.8% | 0.00% | +33.3% |
| Q4 2022 | $4,690 | -6.2% | 101 | 0.0% | 0.00% | -62.5% |
| Q3 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.01% | +100.0% |
| Q2 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -28.6% | 101 | -25.2% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -22.2% | 135 | -20.6% | 0.00% | -40.0% |
| Q1 2021 | $9,000 | -10.0% | 170 | -10.1% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -97.6% | 189 | -97.7% | 0.01% | -98.1% |
| Q3 2020 | $418,000 | -2.3% | 8,106 | -2.5% | 0.26% | -4.3% |
| Q2 2020 | $428,000 | +3.1% | 8,311 | +1.2% | 0.28% | -2.1% |
| Q1 2020 | $415,000 | +3.5% | 8,212 | +3.2% | 0.28% | +11.4% |
| Q4 2019 | $401,000 | – | 7,958 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 848,413 | $40,215,000 | 19.34% |
| MARYLAND CAPITAL ADVISORS INC. | 370,527 | $17,563,000 | 18.53% |
| Campbell Wealth Management | 2,280,073 | $108,075,000 | 15.14% |
| Old North State Trust, LLC | 325 | $15,414,000 | 14.09% |
| Klaas Financial Asset Advisors, LLC | 1,176,754 | $55,778,000 | 13.83% |
| Opal Wealth Advisors, LLC | 420,466 | $19,930,000 | 13.18% |
| Prosperity Planning, Inc. | 513,160 | $25,213,000 | 12.88% |
| Buttonwood Financial Advisors Inc. | 265,115 | $12,566,000 | 11.34% |
| Courage Miller Partners, LLC | 461,490 | $21,875,000 | 10.39% |
| Oak Asset Management, LLC | 461,490 | $21,875,000 | 10.39% |