ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 149 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $176,172,000 | -1.9% | 3,495,474 | -1.7% | 0.25% | -9.4% |
| Q3 2019 | $179,594,000 | -35.0% | 3,557,002 | -35.1% | 0.28% | -37.3% |
| Q2 2019 | $276,360,000 | +8.1% | 5,480,083 | +6.9% | 0.44% | +1.9% |
| Q1 2019 | $255,720,000 | -39.3% | 5,128,757 | -40.2% | 0.43% | -45.8% |
| Q4 2018 | $421,079,000 | -5.5% | 8,582,960 | -5.7% | 0.80% | +3.4% |
| Q3 2018 | $445,811,000 | -3.9% | 9,098,198 | -3.8% | 0.77% | -9.3% |
| Q2 2018 | $464,026,000 | – | 9,454,483 | – | 0.85% | – |
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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% |