ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 76 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,670,949 | -0.3% | 143,523 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $6,693,512 | -8.7% | 143,238 | -8.7% | 0.00% | -33.3% |
| Q4 2022 | $7,331,102 | -2.6% | 156,815 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $7,529,000 | +2.5% | 161,168 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $7,343,000 | -15.0% | 155,539 | -12.7% | 0.00% | -25.0% |
| Q1 2022 | $8,638,000 | -2.8% | 178,250 | +1.4% | 0.00% | -20.0% |
| Q4 2021 | $8,887,000 | -31.1% | 175,730 | -30.5% | 0.01% | -16.7% |
| Q3 2021 | $12,902,000 | +16.7% | 252,686 | +17.2% | 0.01% | 0.0% |
| Q2 2021 | $11,059,000 | +11.6% | 215,662 | +11.6% | 0.01% | 0.0% |
| Q1 2021 | $9,913,000 | +12.5% | 193,231 | +13.0% | 0.01% | 0.0% |
| Q4 2020 | $8,811,000 | +7.7% | 171,054 | +7.7% | 0.01% | -14.3% |
| Q3 2020 | $8,179,000 | +18.5% | 158,751 | +18.4% | 0.01% | +16.7% |
| Q2 2020 | $6,903,000 | +24.7% | 134,111 | +22.2% | 0.01% | 0.0% |
| Q1 2020 | $5,535,000 | +9.1% | 109,772 | +9.1% | 0.01% | +50.0% |
| Q4 2019 | $5,072,000 | +57.3% | 100,637 | +57.6% | 0.00% | +33.3% |
| Q3 2019 | $3,224,000 | +27.8% | 63,853 | +27.7% | 0.00% | +50.0% |
| Q2 2019 | $2,523,000 | +15.2% | 50,019 | +13.8% | 0.00% | 0.0% |
| Q1 2019 | $2,191,000 | +18.9% | 43,943 | +17.0% | 0.00% | 0.0% |
| Q4 2018 | $1,843,000 | +0.3% | 37,562 | +0.1% | 0.00% | +100.0% |
| Q3 2018 | $1,838,000 | +8.4% | 37,516 | +8.6% | 0.00% | 0.0% |
| Q2 2018 | $1,695,000 | -3.5% | 34,535 | -2.9% | 0.00% | -50.0% |
| Q1 2018 | $1,756,000 | -32.0% | 35,579 | -31.4% | 0.00% | 0.0% |
| Q4 2017 | $2,584,000 | +494.0% | 51,847 | +499.4% | 0.00% | – |
| Q3 2017 | $435,000 | -52.3% | 8,650 | -52.3% | 0.00% | -100.0% |
| Q2 2017 | $912,000 | -12.1% | 18,150 | -12.4% | 0.00% | 0.0% |
| Q1 2017 | $1,038,000 | +165.5% | 20,715 | +164.7% | 0.00% | – |
| Q4 2016 | $391,000 | -82.7% | 7,825 | -82.5% | 0.00% | -100.0% |
| Q3 2016 | $2,262,000 | -24.4% | 44,650 | +51.5% | 0.00% | -33.3% |
| Q2 2016 | $2,993,000 | +7.8% | 29,475 | +6.8% | 0.00% | 0.0% |
| Q1 2016 | $2,777,000 | +112.6% | 27,600 | +109.7% | 0.00% | +50.0% |
| Q4 2015 | $1,306,000 | +109.6% | 13,160 | +111.9% | 0.00% | +100.0% |
| Q3 2015 | $623,000 | -90.9% | 6,210 | -90.9% | 0.00% | -87.5% |
| Q2 2015 | $6,832,000 | – | 68,078 | – | 0.01% | – |
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% |