ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 32 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $203,000 | -4.2% | 2,493 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $212,000 | -1.4% | 2,493 | -8.3% | 0.00% | 0.0% |
| Q4 2019 | $215,000 | +1.9% | 2,720 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $211,000 | -2.8% | 2,719 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $217,000 | +1.4% | 2,719 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $214,000 | -0.9% | 2,719 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $216,000 | -0.5% | 2,719 | +1.6% | 0.00% | 0.0% |
| Q3 2018 | $217,000 | -3.1% | 2,677 | -1.7% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | -6.7% | 2,723 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $240,000 | -4.8% | 2,772 | -7.4% | 0.00% | 0.0% |
| Q4 2017 | $252,000 | – | 2,994 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Services LLC | 146,604 | $14,015,000 | 1.22% |
| Regal Investment Advisors LLC | 20,373 | $1,940,000 | 1.13% |
| FCA CORP /TX | 19,602 | $1,867,000 | 1.11% |
| KANALY TRUST CO | 39,565 | $3,768,000 | 1.08% |
| Courage Miller Partners, LLC | 4,454 | $424,000 | 0.35% |
| Twele Capital Management, Inc. | 5,700 | $543,000 | 0.18% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 3,500 | $333,000 | 0.18% |
| SALEM INVESTMENT COUNSELORS INC | 11,700 | $1,114,000 | 0.16% |
| Laird Norton Wetherby Wealth Management, LLC | 3,603 | $343,000 | 0.11% |
| Commonwealth Equity Services, Inc | 25,723 | $2,450,000 | 0.04% |