ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,120,000 | -3.9% | 22,211 | -2.7% | 0.07% | -18.7% |
| Q3 2021 | $1,165,000 | +4.9% | 22,817 | +5.4% | 0.09% | +2.2% |
| Q2 2021 | $1,111,000 | +63.1% | 21,655 | +63.0% | 0.09% | +48.3% |
| Q1 2021 | $681,000 | +561.2% | 13,287 | +548.1% | 0.06% | +106.9% |
| Q3 2017 | $103,000 | -99.9% | 2,050 | 0.0% | 0.03% | +16.0% |
| Q2 2017 | $103,000,000 | 0.0% | 2,050 | 0.0% | 0.02% | -13.8% |
| Q1 2017 | $103,000,000 | 0.0% | 2,050 | 0.0% | 0.03% | +61.1% |
| Q4 2016 | $103,000,000 | +98938.5% | 2,050 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $104,000 | 0.0% | 2,050 | +100.0% | 0.02% | -42.4% |
| Q2 2016 | $104,000 | +1.0% | 1,025 | 0.0% | 0.03% | -8.3% |
| Q1 2016 | $103,000 | +2.0% | 1,025 | 0.0% | 0.04% | -5.3% |
| Q4 2015 | $101,000 | – | 1,025 | – | 0.04% | – |
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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% |