ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,427 | +2.8% | 52,323 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $2,362 | +3.5% | 50,640 | +4.6% | 0.01% | -12.5% |
| Q1 2023 | $2,283 | +10.2% | 48,423 | +8.6% | 0.01% | 0.0% |
| Q4 2022 | $2,071 | -99.9% | 44,603 | +38.8% | 0.01% | +33.3% |
| Q3 2022 | $1,481,000 | -14.2% | 32,136 | -11.7% | 0.01% | -25.0% |
| Q2 2022 | $1,726,000 | -11.1% | 36,414 | -9.1% | 0.01% | +14.3% |
| Q1 2022 | $1,941,000 | +14.4% | 40,051 | +19.1% | 0.01% | +16.7% |
| Q4 2021 | $1,696,000 | +12.8% | 33,629 | +14.2% | 0.01% | 0.0% |
| Q3 2021 | $1,504,000 | -9.8% | 29,451 | -9.4% | 0.01% | -25.0% |
| Q2 2021 | $1,667,000 | -20.2% | 32,510 | -20.2% | 0.01% | -27.3% |
| Q1 2021 | $2,089,000 | +3.9% | 40,739 | +4.6% | 0.01% | -8.3% |
| Q4 2020 | $2,011,000 | +8.5% | 38,951 | +8.4% | 0.01% | 0.0% |
| Q3 2020 | $1,853,000 | +58.8% | 35,948 | +58.5% | 0.01% | +50.0% |
| Q2 2020 | $1,167,000 | +7.6% | 22,680 | +5.5% | 0.01% | -11.1% |
| Q1 2020 | $1,085,000 | -4.1% | 21,493 | -4.2% | 0.01% | +12.5% |
| Q4 2019 | $1,131,000 | +2.7% | 22,439 | +2.9% | 0.01% | -11.1% |
| Q3 2019 | $1,101,000 | -0.5% | 21,815 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $1,106,000 | +2.4% | 21,925 | +1.2% | 0.01% | 0.0% |
| Q1 2019 | $1,080,000 | -26.3% | 21,662 | -27.5% | 0.01% | +28.6% |
| Q4 2018 | $1,466,000 | +145.2% | 29,876 | +144.9% | 0.01% | +40.0% |
| Q3 2018 | $598,000 | – | 12,199 | – | 0.01% | – |
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% |