ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $33,000 | +3.1% | 644 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $32,000 | +128.6% | 644 | -77.4% | 0.02% | +100.0% |
| Q1 2019 | $14,000 | -87.8% | 2,854 | +22.1% | 0.01% | -88.2% |
| Q4 2018 | $115,000 | +0.9% | 2,338 | +0.4% | 0.07% | +23.6% |
| Q3 2018 | $114,000 | -1.7% | 2,329 | -1.6% | 0.06% | -5.2% |
| Q2 2018 | $116,000 | +3.6% | 2,367 | +4.2% | 0.06% | -1.7% |
| Q1 2018 | $112,000 | – | 2,272 | – | 0.06% | – |
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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% |