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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $265,000 | -6.0% | 5,266 | -5.8% | 0.08% | -12.8% |
| Q3 2019 | $282,000 | -12.7% | 5,592 | -12.7% | 0.09% | -13.0% |
| Q2 2019 | $323,000 | -10.3% | 6,407 | -11.2% | 0.11% | -12.9% |
| Q1 2019 | $360,000 | -5.8% | 7,216 | -7.2% | 0.12% | -20.5% |
| Q4 2018 | $382,000 | -5.2% | 7,779 | -5.5% | 0.16% | +11.4% |
| Q3 2018 | $403,000 | -41.4% | 8,230 | -41.3% | 0.14% | -46.4% |
| Q2 2018 | $688,000 | – | 14,026 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |