ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $50,000 | -3.8% | 1,086 | 0.0% | 0.01% | -37.5% |
| Q2 2022 | $52,000 | 0.0% | 1,086 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $52,000 | -3.7% | 1,086 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $54,000 | +3.8% | 1,086 | +5.6% | 0.01% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 1,028 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $52,000 | +4.0% | 1,028 | +3.8% | 0.01% | -27.3% |
| Q1 2021 | $50,000 | -3.8% | 990 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $52,000 | +4.0% | 990 | +0.2% | 0.01% | -9.1% |
| Q3 2020 | $50,000 | -72.8% | 988 | -72.5% | 0.01% | -78.0% |
| Q2 2020 | $184,000 | +268.0% | 3,589 | +263.3% | 0.05% | +233.3% |
| Q1 2020 | $50,000 | 0.0% | 988 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $50,000 | +4.2% | 988 | +5.8% | 0.01% | -12.5% |
| Q3 2019 | $48,000 | -81.9% | 934 | -82.2% | 0.02% | -81.2% |
| Q2 2019 | $265,000 | -58.9% | 5,240 | -59.4% | 0.08% | -62.1% |
| Q1 2019 | $644,000 | -73.5% | 12,908 | -73.9% | 0.22% | -77.5% |
| Q4 2018 | $2,427,000 | -13.5% | 49,450 | -13.6% | 1.00% | -5.5% |
| Q3 2018 | $2,806,000 | +0.3% | 57,221 | +0.6% | 1.05% | +10.4% |
| Q2 2018 | $2,797,000 | +4.8% | 56,907 | +5.3% | 0.96% | -27.9% |
| Q1 2018 | $2,670,000 | +36.5% | 54,054 | +37.6% | 1.32% | +68.0% |
| Q4 2017 | $1,956,000 | +7.2% | 39,289 | +8.3% | 0.79% | -10.5% |
| Q3 2017 | $1,825,000 | +4.8% | 36,272 | +4.7% | 0.88% | +0.5% |
| Q2 2017 | $1,741,000 | +11.5% | 34,630 | +11.1% | 0.88% | +3.9% |
| Q1 2017 | $1,561,000 | +13.9% | 31,161 | +13.6% | 0.84% | +6.0% |
| Q4 2016 | $1,371,000 | -0.9% | 27,422 | +0.5% | 0.80% | -8.9% |
| Q3 2016 | $1,383,000 | +177.7% | 27,297 | +456.4% | 0.87% | +152.3% |
| Q2 2016 | $498,000 | +111.9% | 4,906 | +110.3% | 0.35% | +100.0% |
| Q1 2016 | $235,000 | +106.1% | 2,333 | +103.0% | 0.17% | +130.7% |
| Q4 2015 | $114,000 | – | 1,149 | – | 0.08% | – |
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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% |