ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 193 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,000 | -88.9% | 103 | -88.3% | 0.00% | -87.5% |
| Q1 2020 | $45,000 | 0.0% | 883 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $45,000 | 0.0% | 883 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $45,000 | -4.3% | 884 | -5.3% | 0.01% | -12.5% |
| Q2 2019 | $47,000 | -14.5% | 933 | -15.8% | 0.01% | -20.0% |
| Q1 2019 | $55,000 | -37.5% | 1,108 | -38.2% | 0.01% | -41.2% |
| Q4 2018 | $88,000 | +780.0% | 1,794 | +738.3% | 0.02% | +750.0% |
| Q3 2018 | $10,000 | +900.0% | 214 | +1026.3% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | -98.1% | 19 | -98.2% | 0.00% | -100.0% |
| Q4 2017 | $52,000 | -51.4% | 1,037 | -51.5% | 0.01% | -52.4% |
| Q3 2017 | $107,000 | -63.0% | 2,136 | -62.9% | 0.02% | -63.2% |
| Q2 2017 | $289,000 | +15.1% | 5,755 | +15.1% | 0.06% | +7.5% |
| Q1 2017 | $251,000 | +35.7% | 5,000 | +34.8% | 0.05% | +32.5% |
| Q4 2016 | $185,000 | +44.5% | 3,708 | +46.2% | 0.04% | +33.3% |
| Q3 2016 | $128,000 | +56.1% | 2,536 | +214.6% | 0.03% | +50.0% |
| Q2 2016 | $82,000 | +30.2% | 806 | +29.0% | 0.02% | +25.0% |
| Q1 2016 | $63,000 | – | 625 | – | 0.02% | – |
Download | ||||||
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% |