ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 102 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $56,000 | +1.8% | 1,145 | +3.5% | 0.01% | 0.0% |
| Q1 2018 | $55,000 | +7.8% | 1,106 | +7.7% | 0.01% | +8.3% |
| Q4 2017 | $51,000 | +4.1% | 1,027 | +5.0% | 0.01% | -7.7% |
| Q3 2017 | $49,000 | +28.9% | 978 | +30.7% | 0.01% | +18.2% |
| Q2 2017 | $38,000 | +15.2% | 748 | +12.5% | 0.01% | +10.0% |
| Q1 2017 | $33,000 | 0.0% | 665 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $33,000 | 0.0% | 665 | +0.6% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | +3.1% | 661 | +110.5% | 0.01% | -9.1% |
| Q2 2016 | $32,000 | +6.7% | 314 | +5.7% | 0.01% | -8.3% |
| Q1 2016 | $30,000 | -49.2% | 297 | -49.9% | 0.01% | -78.2% |
| Q4 2015 | $59,000 | +96.7% | 593 | +101.0% | 0.06% | +292.9% |
| Q3 2015 | $30,000 | – | 295 | – | 0.01% | – |
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% |