ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $163,000 | -25.2% | 3,264 | -24.0% | 0.01% | -28.6% |
| Q3 2016 | $218,000 | -3.1% | 4,296 | +94.0% | 0.01% | -12.5% |
| Q2 2016 | $225,000 | +20.3% | 2,214 | +19.2% | 0.01% | 0.0% |
| Q1 2016 | $187,000 | +345.2% | 1,858 | +335.1% | 0.01% | +300.0% |
| Q4 2015 | $42,000 | +31.2% | 427 | +32.6% | 0.00% | -33.3% |
| Q3 2015 | $32,000 | +39.1% | 322 | +38.2% | 0.00% | +50.0% |
| Q2 2015 | $23,000 | -4.2% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | +50.0% | 233 | +46.5% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | +60.0% | 159 | +60.6% | 0.00% | +100.0% |
| Q2 2014 | $10,000 | -50.0% | 99 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +300.0% | 198 | +296.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $5,000 | – | 50 | – | 0.00% | – |
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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% |