ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 102 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $282,000 | +0.4% | 5,580 | +0.1% | 0.16% | +9.7% |
| Q2 2019 | $281,000 | -0.7% | 5,577 | -1.7% | 0.14% | -1.4% |
| Q1 2019 | $283,000 | +1.8% | 5,674 | +0.0% | 0.15% | -11.0% |
| Q4 2018 | $278,000 | -23.0% | 5,673 | -23.0% | 0.16% | -21.2% |
| Q3 2018 | $361,000 | -0.3% | 7,366 | -0.2% | 0.21% | -7.6% |
| Q2 2018 | $362,000 | -2.4% | 7,382 | -1.9% | 0.22% | -4.7% |
| Q1 2018 | $371,000 | -1.3% | 7,523 | -0.2% | 0.24% | +8.3% |
| Q4 2017 | $376,000 | -0.8% | 7,537 | +0.0% | 0.22% | -8.4% |
| Q3 2017 | $379,000 | -9.8% | 7,534 | -9.8% | 0.24% | -7.0% |
| Q2 2017 | $420,000 | – | 8,355 | – | 0.26% | – |
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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% |