ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 103 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,968,000 | -5.1% | 430,536 | -4.6% | 0.01% | -16.7% |
Q2 2023 | $21,047,000 | +12.9% | 451,270 | +14.1% | 0.01% | +20.0% |
Q1 2023 | $18,647,000 | -29.1% | 395,420 | -30.2% | 0.01% | -37.5% |
Q4 2022 | $26,295,000 | +43.5% | 566,208 | +42.4% | 0.01% | +33.3% |
Q3 2022 | $18,326,000 | -18.6% | 397,542 | -16.3% | 0.01% | -14.3% |
Q2 2022 | $22,510,000 | +16.9% | 474,896 | +19.5% | 0.01% | +40.0% |
Q1 2022 | $19,258,000 | -5.6% | 397,399 | -1.8% | 0.01% | 0.0% |
Q4 2021 | $20,403,000 | +27.8% | 404,591 | +29.4% | 0.01% | +25.0% |
Q3 2021 | $15,967,000 | -17.3% | 312,639 | -17.0% | 0.00% | -20.0% |
Q2 2021 | $19,317,000 | +8.0% | 376,637 | +8.0% | 0.01% | 0.0% |
Q1 2021 | $17,890,000 | -10.5% | 348,795 | -9.9% | 0.01% | -16.7% |
Q4 2020 | $19,997,000 | -52.0% | 387,247 | -52.1% | 0.01% | -60.0% |
Q3 2020 | $41,639,000 | +126.8% | 807,730 | +126.4% | 0.02% | +114.3% |
Q2 2020 | $18,359,000 | -5.1% | 356,694 | -6.9% | 0.01% | -22.2% |
Q1 2020 | $19,341,000 | -16.7% | 382,999 | -16.9% | 0.01% | +12.5% |
Q4 2019 | $23,221,000 | +15.8% | 460,707 | +16.0% | 0.01% | 0.0% |
Q3 2019 | $20,060,000 | +36.9% | 397,312 | +36.7% | 0.01% | +33.3% |
Q2 2019 | $14,654,000 | +68.4% | 290,565 | +66.5% | 0.01% | +50.0% |
Q1 2019 | $8,700,000 | -0.4% | 174,507 | -2.0% | 0.00% | 0.0% |
Q4 2018 | $8,735,000 | +16.5% | 178,045 | +16.4% | 0.00% | +33.3% |
Q3 2018 | $7,496,000 | +10.9% | 153,000 | +11.1% | 0.00% | 0.0% |
Q2 2018 | $6,760,000 | -4.0% | 137,736 | -3.4% | 0.00% | 0.0% |
Q1 2018 | $7,039,000 | +4.5% | 142,622 | +5.5% | 0.00% | 0.0% |
Q4 2017 | $6,736,000 | -39.5% | 135,178 | -39.0% | 0.00% | -40.0% |
Q3 2017 | $11,143,000 | +40.3% | 221,664 | +40.3% | 0.01% | +25.0% |
Q2 2017 | $7,940,000 | +104.4% | 157,977 | +103.9% | 0.00% | +100.0% |
Q1 2017 | $3,885,000 | +27.2% | 77,494 | +26.9% | 0.00% | 0.0% |
Q4 2016 | $3,054,000 | +12.5% | 61,071 | +13.9% | 0.00% | 0.0% |
Q3 2016 | $2,715,000 | +29.4% | 53,623 | +159.6% | 0.00% | +100.0% |
Q2 2016 | $2,098,000 | -56.3% | 20,657 | -56.7% | 0.00% | -66.7% |
Q1 2016 | $4,804,000 | +119.1% | 47,733 | +116.2% | 0.00% | +200.0% |
Q4 2015 | $2,193,000 | +11.2% | 22,083 | +12.4% | 0.00% | 0.0% |
Q3 2015 | $1,972,000 | +2.2% | 19,644 | +2.2% | 0.00% | 0.0% |
Q2 2015 | $1,929,000 | +54.6% | 19,227 | +55.5% | 0.00% | 0.0% |
Q1 2015 | $1,248,000 | +61.7% | 12,364 | +60.4% | 0.00% | – |
Q4 2014 | $772,000 | -18.3% | 7,707 | -18.3% | 0.00% | -100.0% |
Q3 2014 | $945,000 | +44.7% | 9,436 | +45.4% | 0.00% | – |
Q2 2014 | $653,000 | +142.8% | 6,489 | +142.3% | 0.00% | – |
Q1 2014 | $269,000 | -90.8% | 2,678 | -90.9% | 0.00% | -100.0% |
Q4 2013 | $2,935,000 | +10382.1% | 29,317 | +10445.7% | 0.00% | – |
Q3 2013 | $28,000 | -78.3% | 278 | -78.5% | 0.00% | – |
Q2 2013 | $129,000 | – | 1,291 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Prosperity Planning, Inc. | 653,645 | $30,316,049 | 12.67% |
Old North State Trust, LLC | 349,372 | $16,204 | 12.63% |
Opal Wealth Advisors, LLC | 425,145 | $19,718,226 | 11.54% |
MARYLAND CAPITAL ADVISORS INC. | 284,699 | $13,204,340 | 10.08% |
Courage Miller Partners, LLC | 505,997 | $23,468,154 | 9.62% |
Omega Financial Group, LLC | 234,650 | $10,883,081 | 5.32% |
Acorns Advisers, LLC | 8,228,082 | $381,618 | 5.25% |
Townsend & Associates, Inc | 510,645 | $23,642,870 | 4.99% |
BLUESTEM FINANCIAL ADVISORS, LLC | 167,739 | $7,779,729 | 4.74% |
IRON Financial LLC | 169,602 | $7,866,120 | 4.57% |