ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 64 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $204,000 | +0.5% | 4,050 | 0.0% | 0.02% | -13.0% |
| Q1 2017 | $203,000 | 0.0% | 4,050 | 0.0% | 0.02% | -4.2% |
| Q4 2016 | $203,000 | -1.0% | 4,050 | 0.0% | 0.02% | -42.9% |
| Q3 2016 | $205,000 | -0.5% | 4,050 | +100.0% | 0.04% | -4.5% |
| Q2 2016 | $206,000 | -3.7% | 2,025 | -4.7% | 0.04% | +10.0% |
| Q1 2016 | $214,000 | -9.3% | 2,125 | -10.5% | 0.04% | -9.1% |
| Q4 2015 | $236,000 | -0.8% | 2,375 | 0.0% | 0.04% | -6.4% |
| Q3 2015 | $238,000 | -4.0% | 2,375 | -4.0% | 0.05% | +6.8% |
| Q2 2015 | $248,000 | -0.8% | 2,475 | 0.0% | 0.04% | -8.3% |
| Q1 2015 | $250,000 | – | 2,475 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |