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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,906,124 | -0.6% | 84,220 | -0.1% | 2.97% | +3.3% |
| Q2 2023 | $3,931,006 | -0.3% | 84,284 | +0.8% | 2.88% | -3.9% |
| Q1 2023 | $3,944,563 | +2.2% | 83,651 | +0.6% | 2.99% | -1.8% |
| Q4 2022 | $3,860,325 | +1.7% | 83,125 | +1.0% | 3.05% | -3.2% |
| Q3 2022 | $3,795,000 | -2.4% | 82,320 | +0.3% | 3.15% | +2.3% |
| Q2 2022 | $3,890,000 | -1.8% | 82,070 | +0.4% | 3.08% | +18.6% |
| Q1 2022 | $3,960,000 | -3.2% | 81,720 | +0.8% | 2.59% | +3.3% |
| Q4 2021 | $4,089,000 | -0.7% | 81,080 | +0.5% | 2.51% | -8.1% |
| Q3 2021 | $4,118,000 | +8.3% | 80,640 | +8.7% | 2.73% | +9.7% |
| Q2 2021 | $3,803,000 | +37930.0% | 74,155 | +35211.9% | 2.49% | +27588.9% |
| Q2 2018 | $10,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | -67.7% | 210 | -66.7% | 0.01% | -66.7% |
| Q4 2017 | $31,000 | – | 630 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |