ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,678,000 | +24.7% | 33,289 | +24.9% | 0.01% | +20.0% |
| Q3 2019 | $1,346,000 | -16.3% | 26,660 | -16.4% | 0.01% | -16.7% |
| Q2 2019 | $1,609,000 | -8.0% | 31,889 | -9.1% | 0.01% | -14.3% |
| Q1 2019 | $1,749,000 | -11.3% | 35,067 | -12.8% | 0.01% | -26.3% |
| Q4 2018 | $1,972,000 | +36.6% | 40,197 | +36.4% | 0.02% | +26.7% |
| Q3 2018 | $1,444,000 | +19.6% | 29,469 | +19.8% | 0.02% | -11.8% |
| Q2 2018 | $1,207,000 | -13.0% | 24,589 | -12.6% | 0.02% | -10.5% |
| Q1 2018 | $1,388,000 | +11.6% | 28,122 | +12.7% | 0.02% | +11.8% |
| Q4 2017 | $1,244,000 | +44.0% | 24,952 | +45.3% | 0.02% | +21.4% |
| Q3 2017 | $864,000 | +11.9% | 17,167 | +11.9% | 0.01% | 0.0% |
| Q2 2017 | $772,000 | +39.4% | 15,341 | +39.0% | 0.01% | +27.3% |
| Q1 2017 | $554,000 | 0.0% | 11,035 | -0.2% | 0.01% | -15.4% |
| Q4 2016 | $554,000 | +5.3% | 11,060 | +6.6% | 0.01% | 0.0% |
| Q3 2016 | $526,000 | -1.7% | 10,376 | +96.4% | 0.01% | -7.1% |
| Q2 2016 | $535,000 | – | 5,284 | – | 0.01% | – |
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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% |