RAND WEALTH, LLC - ISHARES TR ownership

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
RAND WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$1,522,000
-10.1%
31,010
-9.6%
0.17%
-10.5%
Q1 2018$1,693,000
+20.8%
34,310
+21.9%
0.19%
+24.2%
Q4 2017$1,402,000
+39.5%
28,139
+40.8%
0.15%
+31.9%
Q3 2017$1,005,000
+1.7%
19,987
+1.6%
0.12%
-13.4%
Q2 2017$988,000
+0.4%
19,663
+0.1%
0.13%
+13.6%
Q1 2017$984,000
-26.5%
19,641
-26.6%
0.12%
-30.2%
Q4 2016$1,338,000
-26.6%
26,757
-25.6%
0.17%
-29.0%
Q3 2016$1,822,000
-0.3%
35,978
+100.0%
0.24%
-3.6%
Q2 2016$1,827,000
+0.1%
17,989
-0.8%
0.25%
-2.8%
Q1 2016$1,825,000
+0.8%
18,138
-0.5%
0.25%
-0.8%
Q4 2015$1,810,000
-62.9%
18,234
-62.5%
0.26%
-64.1%
Q3 2015$4,878,00048,6110.71%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders