ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 157 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $492,947 | +51.7% | 10,615 | +62.9% | 0.11% | -12.2% |
| Q1 2019 | $325,000 | -9.7% | 6,515 | -11.3% | 0.12% | -21.2% |
| Q4 2018 | $360,000 | -37.9% | 7,346 | -38.0% | 0.16% | -57.5% |
| Q3 2018 | $580,000 | +37.4% | 11,843 | +38.7% | 0.37% | +208.4% |
| Q1 2018 | $422,000 | +66.8% | 8,540 | +68.2% | 0.12% | -18.5% |
| Q4 2017 | $253,000 | +20.5% | 5,077 | +21.3% | 0.15% | +8.1% |
| Q3 2017 | $210,000 | +3.4% | 4,184 | +3.6% | 0.14% | +1.5% |
| Q2 2017 | $203,000 | +1.0% | 4,040 | +0.9% | 0.13% | -2.9% |
| Q1 2017 | $201,000 | -8.6% | 4,005 | -8.9% | 0.14% | -8.7% |
| Q4 2016 | $220,000 | – | 4,396 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |