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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256 | -100.0% | 5,523 | -80.9% | 0.00% | -100.0% |
| Q4 2021 | $1,460,000 | -71.5% | 28,954 | -71.0% | 0.00% | -66.7% |
| Q2 2021 | $5,114,000 | -1.4% | 99,700 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $5,186,000 | -55.6% | 101,108 | -55.3% | 0.01% | -53.8% |
| Q4 2020 | $11,689,000 | +200.3% | 226,364 | +199.7% | 0.01% | +225.0% |
| Q3 2020 | $3,893,000 | -43.1% | 75,526 | -43.2% | 0.00% | -33.3% |
| Q2 2020 | $6,846,000 | +90.7% | 133,000 | +87.1% | 0.01% | +100.0% |
| Q1 2020 | $3,590,000 | -39.8% | 71,091 | -40.0% | 0.00% | -40.0% |
| Q4 2019 | $5,967,000 | +74.6% | 118,400 | +74.9% | 0.01% | +66.7% |
| Q3 2019 | $3,418,000 | -0.1% | 67,700 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $3,422,000 | +32.2% | 67,858 | +30.7% | 0.00% | +50.0% |
| Q1 2019 | $2,588,000 | – | 51,900 | – | 0.00% | – |
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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% |