ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $79,339,000 | -0.8% | 1,574,289 | -0.6% | 0.50% | -9.4% |
| Q3 2019 | $79,948,000 | +3.1% | 1,583,456 | +2.9% | 0.55% | -1.8% |
| Q2 2019 | $77,558,000 | +8.8% | 1,538,119 | +7.6% | 0.56% | +3.1% |
| Q1 2019 | $71,272,000 | +91.8% | 1,429,611 | +88.8% | 0.54% | +62.4% |
| Q4 2018 | $37,153,000 | +0.9% | 757,203 | +0.8% | 0.34% | +8.8% |
| Q3 2018 | $36,817,000 | +36.2% | 751,496 | +37.2% | 0.31% | +22.2% |
| Q2 2018 | $27,035,000 | 0.0% | 547,876 | 0.0% | 0.25% | 0.0% |
| Q1 2018 | $27,035,000 | +2.4% | 547,876 | +3.4% | 0.25% | 0.0% |
| Q4 2017 | $26,393,000 | +3.0% | 529,699 | +3.9% | 0.25% | -9.4% |
| Q3 2017 | $25,635,000 | +15.7% | 509,915 | +15.7% | 0.28% | +6.9% |
| Q2 2017 | $22,164,000 | +25.6% | 440,823 | +25.2% | 0.26% | +16.1% |
| Q1 2017 | $17,651,000 | +0.9% | 352,194 | +0.7% | 0.22% | -7.8% |
| Q4 2016 | $17,496,000 | +4.0% | 349,629 | +5.2% | 0.24% | -3.6% |
| Q3 2016 | $16,826,000 | -43.2% | 332,234 | +13.8% | 0.25% | -46.7% |
| Q2 2016 | $29,638,000 | +5.4% | 291,825 | +4.4% | 0.47% | -4.4% |
| Q1 2016 | $28,132,000 | +32.1% | 279,592 | +30.4% | 0.50% | +25.6% |
| Q4 2015 | $21,290,000 | +5.5% | 214,463 | +6.6% | 0.39% | -5.3% |
| Q3 2015 | $20,178,000 | -8.7% | 201,101 | -8.7% | 0.42% | +1.7% |
| Q2 2015 | $22,102,000 | +6.4% | 220,239 | +7.0% | 0.41% | +2.5% |
| Q1 2015 | $20,779,000 | +83.2% | 205,920 | +81.9% | 0.40% | +59.0% |
| Q4 2014 | $11,341,000 | +4.5% | 113,195 | +4.4% | 0.25% | -15.2% |
| Q3 2014 | $10,857,000 | +254.5% | 108,392 | +255.8% | 0.30% | +252.4% |
| Q2 2014 | $3,063,000 | +22.2% | 30,462 | +21.9% | 0.08% | +15.1% |
| Q1 2014 | $2,506,000 | – | 24,987 | – | 0.07% | – |
Download | ||||||
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% |