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 | $631,489 | -0.1% | 13,331 | 0.0% | 0.09% | +1.2% |
| Q1 2024 | $632,423 | -0.3% | 13,331 | 0.0% | 0.09% | -6.5% |
| Q4 2023 | $634,022 | +13.7% | 13,331 | +10.9% | 0.09% | +2.2% |
| Q3 2023 | $557,766 | -0.6% | 12,026 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $560,893 | -1.1% | 12,026 | 0.0% | 0.09% | -9.0% |
| Q1 2023 | $567,086 | +16.2% | 12,026 | +14.5% | 0.10% | +11.1% |
| Q4 2022 | $487,899 | +32.9% | 10,506 | +32.0% | 0.09% | +18.4% |
| Q3 2022 | $367,000 | +0.5% | 7,958 | +3.5% | 0.08% | +5.6% |
| Q2 2022 | $365,000 | +25.4% | 7,691 | +27.9% | 0.07% | +38.5% |
| Q1 2022 | $291,000 | +13.7% | 6,013 | +18.3% | 0.05% | +15.6% |
| Q4 2021 | $256,000 | -1.5% | 5,084 | 0.0% | 0.04% | -11.8% |
| Q3 2021 | $260,000 | -0.4% | 5,084 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $261,000 | 0.0% | 5,084 | 0.0% | 0.05% | -7.1% |
| Q1 2021 | $261,000 | -0.8% | 5,084 | 0.0% | 0.06% | -9.7% |
| Q4 2020 | $263,000 | +0.4% | 5,084 | 0.0% | 0.06% | -8.8% |
| Q3 2020 | $262,000 | 0.0% | 5,084 | 0.0% | 0.07% | -10.5% |
| Q2 2020 | $262,000 | – | 5,084 | – | 0.08% | – |
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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% |