ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,934,502 | +13.1% | 84,832 | +13.7% | 1.37% | +8.5% |
| Q2 2023 | $3,479,469 | -1.9% | 74,603 | -0.8% | 1.26% | +5.3% |
| Q1 2023 | $3,546,370 | -33.6% | 75,207 | -34.6% | 1.20% | -37.0% |
| Q4 2022 | $5,338,618 | +1.3% | 114,957 | +0.5% | 1.90% | -22.2% |
| Q3 2022 | $5,272,000 | +31.5% | 114,355 | +35.2% | 2.45% | +35.0% |
| Q2 2022 | $4,009,000 | +237.5% | 84,576 | +245.0% | 1.81% | +347.4% |
| Q1 2022 | $1,188,000 | +338.4% | 24,514 | +343.9% | 0.40% | +136.8% |
| Q4 2018 | $271,000 | – | 5,522 | – | 0.17% | – |
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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% |