ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $424,000 | -56.4% | 8,655 | -56.3% | 0.17% | -59.0% |
| Q2 2018 | $973,000 | -48.8% | 19,823 | -48.6% | 0.42% | -0.7% |
| Q1 2018 | $1,902,000 | +112.0% | 38,538 | +113.9% | 0.43% | +5.7% |
| Q4 2017 | $897,000 | -0.4% | 18,019 | +0.1% | 0.40% | -3.6% |
| Q3 2017 | $901,000 | +8.9% | 18,003 | +9.5% | 0.42% | -12.2% |
| Q2 2017 | $827,000 | -46.3% | 16,446 | -46.4% | 0.48% | +16.6% |
| Q1 2017 | $1,540,000 | +14.1% | 30,656 | +13.5% | 0.41% | +4.3% |
| Q4 2016 | $1,350,000 | +94.5% | 27,002 | +96.6% | 0.39% | -6.7% |
| Q3 2016 | $694,000 | +4.5% | 13,735 | +4.9% | 0.42% | +5.3% |
| Q2 2016 | $664,000 | -44.0% | 13,099 | +11.1% | 0.40% | +1.0% |
| Q1 2016 | $1,186,000 | +108.8% | 11,794 | +106.0% | 0.40% | +1.3% |
| Q4 2015 | $568,000 | – | 5,726 | – | 0.39% | – |
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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% |