ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 51 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $484,000,000 | +148.2% | 4,809 | +144.5% | 0.00% | +100.0% |
| Q4 2015 | $195,000,000 | +97400.0% | 1,967 | -1.3% | 0.00% | 0.0% |
| Q3 2015 | $200,000 | -99.9% | 1,993 | -3.6% | 0.00% | 0.0% |
| Q2 2015 | $207,556,000 | +15.1% | 2,068 | +15.7% | 0.00% | 0.0% |
| Q1 2015 | $180,326,000 | +4.5% | 1,787 | +3.8% | 0.00% | 0.0% |
| Q4 2014 | $172,515,000 | +8.3% | 1,722 | +8.2% | 0.00% | 0.0% |
| Q3 2014 | $159,352,000 | +5.4% | 1,592 | +5.9% | 0.00% | 0.0% |
| Q2 2014 | $151,222,000 | +0.4% | 1,504 | +0.1% | 0.00% | 0.0% |
| Q1 2014 | $150,611,000 | +0.3% | 1,502 | +0.1% | 0.00% | 0.0% |
| Q4 2013 | $150,232,000 | +0.2% | 1,501 | +0.1% | 0.00% | 0.0% |
| Q3 2013 | $149,998,000 | +9.2% | 1,500 | +8.7% | 0.00% | 0.0% |
| Q2 2013 | $137,408,000 | – | 1,380 | – | 0.00% | – |
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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% |