ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 11 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $82,000 | -41.0% | 1,354 | -35.3% | 0.00% | -40.0% |
| Q3 2016 | $139,000 | -7.9% | 2,094 | -7.4% | 0.01% | 0.0% |
| Q2 2016 | $151,000 | -39.1% | 2,262 | -42.9% | 0.01% | -50.0% |
| Q1 2016 | $248,000 | +198.8% | 3,960 | +177.9% | 0.01% | +150.0% |
| Q4 2015 | $83,000 | -23.9% | 1,425 | -22.1% | 0.00% | -55.6% |
| Q3 2015 | $109,000 | +75.8% | 1,830 | +73.1% | 0.01% | +125.0% |
| Q2 2015 | $62,000 | -11.4% | 1,057 | -1.5% | 0.00% | -20.0% |
| Q1 2015 | $70,000 | +3400.0% | 1,073 | +3253.1% | 0.01% | – |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2014 | $2,000 | -50.0% | 32 | -50.0% | 0.00% | – |
| Q1 2014 | $4,000 | +100.0% | 64 | +100.0% | 0.00% | – |
| Q4 2013 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2013 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2013 | $2,000 | – | 32 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STABLEFORD CAPITAL II LLC | 167,638 | $8,567,978 | 3.44% |
| Peak Financial Management, Inc. | 162,533 | $8,307,048 | 2.63% |
| Verde Capital Management | 139,387 | $7,124,060 | 2.44% |
| Independent Wealth Network Inc. | 65,603 | $3,352,952 | 1.57% |
| Rooted Wealth Advisors, Inc. | 59,307 | $2,965 | 1.46% |
| Centennial Wealth Advisory LLC | 46,175 | $2,360,011 | 1.09% |
| Safeguard Investment Advisory Group, LLC | 40,712 | $2,080,794 | 0.71% |
| Focus Financial Network, Inc. | 230,864 | $11,183,109 | 0.54% |
| Cresta Advisors, Ltd. | 16,570 | $846,893 | 0.54% |
| Renasant Bank | 14,477 | $739,919 | 0.53% |