ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $3,815,000 | -24.9% | 23,435 | -53.3% | 0.70% | -25.3% |
| Q1 2019 | $5,077,000 | +1.6% | 50,160 | -9.2% | 0.94% | -13.4% |
| Q4 2018 | $4,996,000 | +12.6% | 55,216 | +101.3% | 1.09% | +23.5% |
| Q3 2018 | $4,435,000 | -20.9% | 27,425 | -54.0% | 0.88% | -24.8% |
| Q2 2018 | $5,607,000 | -12.6% | 59,671 | -20.0% | 1.17% | -13.6% |
| Q1 2018 | $6,413,000 | -37.5% | 74,580 | -48.3% | 1.36% | -26.8% |
| Q4 2017 | $10,261,000 | +15.3% | 144,162 | +20.7% | 1.85% | +6.7% |
| Q3 2017 | $8,896,000 | +95.6% | 119,445 | +32.0% | 1.74% | +89.0% |
| Q2 2017 | $4,547,000 | +1.6% | 90,474 | +1.3% | 0.92% | +1.7% |
| Q1 2017 | $4,476,000 | +27.9% | 89,301 | +27.6% | 0.90% | +15.5% |
| Q4 2016 | $3,499,000 | +7.7% | 69,986 | +8.8% | 0.78% | +5.1% |
| Q3 2016 | $3,250,000 | +400.0% | 64,309 | +904.0% | 0.74% | +396.7% |
| Q2 2016 | $650,000 | – | 6,405 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |