ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,692,584 | +5.9% | 252,104 | +6.5% | 0.59% | +11.1% |
| Q2 2023 | $11,039,688 | +0.1% | 236,700 | +1.2% | 0.53% | -6.8% |
| Q1 2023 | $11,029,886 | -2.5% | 233,907 | -4.0% | 0.57% | -8.4% |
| Q4 2022 | $11,309,998 | -2.3% | 243,540 | -3.0% | 0.62% | -10.5% |
| Q3 2022 | $11,572,000 | -8.6% | 251,030 | -6.0% | 0.70% | -6.0% |
| Q2 2022 | $12,657,000 | -8.1% | 267,015 | -6.1% | 0.74% | +9.3% |
| Q1 2022 | $13,778,000 | -8.7% | 284,325 | -5.0% | 0.68% | -3.0% |
| Q4 2021 | $15,094,000 | +9.8% | 299,304 | +11.2% | 0.70% | +1.0% |
| Q3 2021 | $13,748,000 | +15.0% | 269,208 | +15.5% | 0.69% | +12.7% |
| Q2 2021 | $11,954,000 | +13.4% | 233,074 | +13.4% | 0.61% | +7.6% |
| Q1 2021 | $10,542,000 | +10.0% | 205,538 | +10.8% | 0.57% | +4.6% |
| Q4 2020 | $9,583,000 | +15.5% | 185,570 | +15.3% | 0.54% | +2.6% |
| Q3 2020 | $8,300,000 | +45.7% | 161,013 | +45.5% | 0.53% | +32.2% |
| Q2 2020 | $5,697,000 | +17.2% | 110,685 | +15.0% | 0.40% | -2.9% |
| Q1 2020 | $4,860,000 | +10.0% | 96,236 | +9.8% | 0.41% | +40.0% |
| Q4 2019 | $4,417,000 | +8.6% | 87,640 | +8.8% | 0.30% | +0.7% |
| Q3 2019 | $4,067,000 | +27.3% | 80,560 | +27.1% | 0.29% | +22.6% |
| Q2 2019 | $3,196,000 | +7.2% | 63,373 | +6.0% | 0.24% | +2.6% |
| Q1 2019 | $2,980,000 | +12.8% | 59,765 | +11.0% | 0.23% | -3.7% |
| Q4 2018 | $2,641,000 | – | 53,829 | – | 0.24% | – |
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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% |