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 2021 | $674,000 | -2.9% | 13,204 | -2.4% | 0.00% | 0.0% |
| Q2 2021 | $694,000 | -1.4% | 13,526 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $704,000 | -16.6% | 13,734 | -16.0% | 0.00% | -33.3% |
| Q4 2020 | $844,000 | +22.1% | 16,344 | +21.9% | 0.00% | 0.0% |
| Q3 2020 | $691,000 | -19.8% | 13,403 | -20.0% | 0.00% | -25.0% |
| Q2 2020 | $862,000 | -0.9% | 16,754 | -2.7% | 0.00% | 0.0% |
| Q1 2020 | $870,000 | +23.6% | 17,224 | +23.3% | 0.00% | +33.3% |
| Q4 2019 | $704,000 | -0.1% | 13,972 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $705,000 | +2.9% | 13,972 | +2.8% | 0.00% | 0.0% |
| Q2 2019 | $685,000 | -0.3% | 13,593 | -1.4% | 0.00% | 0.0% |
| Q1 2019 | $687,000 | +79.4% | 13,787 | +76.8% | 0.00% | +50.0% |
| Q4 2018 | $383,000 | -7.5% | 7,800 | -7.6% | 0.00% | 0.0% |
| Q3 2018 | $414,000 | -1.7% | 8,443 | -1.5% | 0.00% | 0.0% |
| Q2 2018 | $421,000 | -11.7% | 8,575 | -11.4% | 0.00% | 0.0% |
| Q1 2018 | $477,000 | +6.5% | 9,675 | +7.5% | 0.00% | 0.0% |
| Q4 2017 | $448,000 | +3.5% | 9,000 | +4.5% | 0.00% | 0.0% |
| Q3 2017 | $433,000 | -12.7% | 8,615 | -12.7% | 0.00% | 0.0% |
| Q2 2017 | $496,000 | +3.1% | 9,869 | +2.8% | 0.00% | 0.0% |
| Q1 2017 | $481,000 | -34.2% | 9,599 | -34.3% | 0.00% | -33.3% |
| Q4 2016 | $731,000 | -41.6% | 14,618 | -40.9% | 0.00% | -40.0% |
| Q3 2016 | $1,252,000 | +3.1% | 24,724 | +106.9% | 0.01% | 0.0% |
| Q2 2016 | $1,214,000 | -15.9% | 11,949 | -16.7% | 0.01% | -28.6% |
| Q1 2016 | $1,443,000 | +8.0% | 14,340 | +6.6% | 0.01% | 0.0% |
| Q4 2015 | $1,336,000 | +9.0% | 13,457 | +10.1% | 0.01% | +16.7% |
| Q3 2015 | $1,226,000 | +213.6% | 12,222 | +213.8% | 0.01% | +200.0% |
| Q2 2015 | $391,000 | – | 3,895 | – | 0.00% | – |
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% |