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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $29,000 | -6.5% | 601 | -5.1% | 0.01% | -25.0% |
| Q2 2018 | $31,000 | -64.4% | 633 | -63.6% | 0.01% | -77.1% |
| Q4 2016 | $87,000 | +480.0% | 1,738 | +1043.4% | 0.04% | +483.3% |
| Q2 2016 | $15,000 | -46.4% | 152 | -45.5% | 0.01% | -50.0% |
| Q1 2016 | $28,000 | +40.0% | 279 | +40.2% | 0.01% | +20.0% |
| Q4 2015 | $20,000 | +11.1% | 199 | +11.2% | 0.01% | 0.0% |
| Q3 2015 | $18,000 | +80.0% | 179 | +88.4% | 0.01% | +66.7% |
| Q2 2015 | $10,000 | -96.6% | 95 | -96.7% | 0.01% | -96.6% |
| Q3 2014 | $290,000 | -0.7% | 2,900 | 0.0% | 0.18% | -1.7% |
| Q2 2014 | $292,000 | +0.3% | 2,900 | 0.0% | 0.18% | -6.8% |
| Q1 2014 | $291,000 | +0.3% | 2,900 | 0.0% | 0.19% | -3.0% |
| Q4 2013 | $290,000 | – | 2,900 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newman & Schimel, LLC | 814,669 | $37,833,245 | 17.09% |
| MARYLAND CAPITAL ADVISORS INC. | 332,590 | $15,445,480 | 14.42% |
| Prosperity Planning, Inc. | 529,320 | $26,451,010 | 13.07% |
| Buttonwood Financial Advisors Inc. | 277,755 | $12,898,957 | 10.86% |
| Opal Wealth Advisors, LLC | 394,644 | $18,327,267 | 10.11% |
| Old North State Trust, LLC | 327,216 | $15,196 | 9.99% |
| Courage Miller Partners, LLC | 445,031 | $20,667,253 | 9.52% |
| Boyd Wealth Management, LLC | 243,763 | $11,320,354 | 8.31% |
| CAPITAL INSIGHT PARTNERS, LLC | 622,310 | $28,900,076 | 7.49% |
| Onyx Bridge Wealth Group LLC | 369,850 | $17,323,788 | 7.05% |