ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,977,000 | +68.9% | 58,051 | +70.1% | 0.44% | +49.5% |
| Q4 2020 | $1,763,000 | +61.3% | 34,133 | +61.0% | 0.30% | +39.4% |
| Q3 2020 | $1,093,000 | +23.1% | 21,202 | +22.9% | 0.21% | +25.3% |
| Q2 2020 | $888,000 | +14.4% | 17,252 | +12.2% | 0.17% | -4.0% |
| Q1 2020 | $776,000 | +2.8% | 15,371 | +2.6% | 0.18% | +43.9% |
| Q4 2019 | $755,000 | +218.6% | 14,988 | +219.0% | 0.12% | +192.9% |
| Q3 2019 | $237,000 | – | 4,699 | – | 0.04% | – |
Download | ||||||
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% |