ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 76 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |