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 ↓ |
|---|---|---|---|
| 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% |