ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 126 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $275,000 | +248.1% | 5,678 | +263.3% | 0.06% | +264.7% |
| Q4 2021 | $79,000 | +12.9% | 1,563 | +14.5% | 0.02% | +6.2% |
| Q3 2021 | $70,000 | 0.0% | 1,365 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $70,000 | 0.0% | 1,365 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $70,000 | -9.1% | 1,365 | -7.9% | 0.02% | +21.4% |
| Q4 2020 | $77,000 | -9.4% | 1,482 | -9.7% | 0.01% | -22.2% |
| Q3 2020 | $85,000 | 0.0% | 1,642 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $85,000 | +2.4% | 1,642 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $83,000 | +1.2% | 1,642 | 0.0% | 0.02% | +23.5% |
| Q4 2019 | $82,000 | -27.4% | 1,642 | -26.7% | 0.02% | -15.0% |
| Q3 2019 | $113,000 | +88.3% | 2,240 | +82.7% | 0.02% | +42.9% |
| Q2 2019 | $60,000 | -30.2% | 1,226 | -28.7% | 0.01% | -12.5% |
| Q1 2019 | $86,000 | -56.3% | 1,720 | -57.1% | 0.02% | -61.9% |
| Q4 2018 | $197,000 | +14.5% | 4,013 | +14.0% | 0.04% | +23.5% |
| Q3 2018 | $172,000 | 0.0% | 3,519 | 0.0% | 0.03% | -8.1% |
| Q2 2018 | $172,000 | -0.6% | 3,519 | +0.2% | 0.04% | -5.1% |
| Q1 2018 | $173,000 | +31.1% | 3,512 | +10.3% | 0.04% | +25.8% |
| Q4 2017 | $132,000 | – | 3,184 | – | 0.03% | – |
Download | ||||||
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% |