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 | $296,832 | -0.6% | 6,400 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $298,496 | -1.1% | 6,400 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $301,792 | +1.5% | 6,400 | 0.0% | 0.03% | -5.7% |
| Q4 2022 | $297,216 | +0.4% | 6,400 | -0.2% | 0.04% | -7.9% |
| Q3 2022 | $296,000 | -12.2% | 6,412 | -9.8% | 0.04% | -5.0% |
| Q2 2022 | $337,000 | -37.4% | 7,112 | -36.0% | 0.04% | -23.1% |
| Q1 2022 | $538,000 | -67.8% | 11,112 | -66.4% | 0.05% | -65.6% |
| Q4 2021 | $1,670,000 | +30.2% | 33,112 | +31.8% | 0.15% | +22.8% |
| Q3 2021 | $1,283,000 | +115.3% | 25,117 | +116.2% | 0.12% | +112.1% |
| Q2 2021 | $596,000 | 0.0% | 11,620 | 0.0% | 0.06% | -12.1% |
| Q1 2021 | $596,000 | +62.0% | 11,620 | +63.1% | 0.07% | +53.5% |
| Q4 2020 | $368,000 | 0.0% | 7,126 | -0.1% | 0.04% | -14.0% |
| Q3 2020 | $368,000 | +0.3% | 7,132 | -0.1% | 0.05% | -5.7% |
| Q2 2020 | $367,000 | +1.9% | 7,137 | 0.0% | 0.05% | -20.9% |
| Q1 2020 | $360,000 | +41.2% | 7,137 | +40.9% | 0.07% | +91.4% |
| Q4 2019 | $255,000 | -0.4% | 5,066 | 0.0% | 0.04% | -7.9% |
| Q3 2019 | $256,000 | +0.8% | 5,066 | +0.5% | 0.04% | 0.0% |
| Q2 2019 | $254,000 | -39.8% | 5,041 | -40.4% | 0.04% | -44.9% |
| Q1 2019 | $422,000 | -3.0% | 8,456 | -4.6% | 0.07% | -11.5% |
| Q4 2018 | $435,000 | +62.3% | 8,865 | +62.2% | 0.08% | +105.3% |
| Q3 2018 | $268,000 | -15.5% | 5,465 | -15.5% | 0.04% | -15.6% |
| Q2 2018 | $317,000 | -24.5% | 6,465 | -24.0% | 0.04% | -31.8% |
| Q1 2018 | $420,000 | -59.3% | 8,503 | -58.9% | 0.07% | -60.0% |
| Q4 2017 | $1,032,000 | +3.4% | 20,703 | +4.3% | 0.16% | -2.4% |
| Q3 2017 | $998,000 | -15.4% | 19,853 | -15.4% | 0.17% | -21.4% |
| Q2 2017 | $1,179,000 | -12.2% | 23,455 | -12.5% | 0.22% | -14.0% |
| Q1 2017 | $1,343,000 | -23.2% | 26,800 | -23.3% | 0.25% | -26.3% |
| Q4 2016 | $1,748,000 | +47.1% | 34,950 | +49.0% | 0.34% | +37.2% |
| Q3 2016 | $1,188,000 | +82.8% | 23,455 | +266.5% | 0.25% | +84.3% |
| Q2 2016 | $650,000 | +9.4% | 6,400 | +8.5% | 0.13% | +12.6% |
| Q1 2016 | $594,000 | +16.2% | 5,900 | +14.6% | 0.12% | +15.5% |
| Q4 2015 | $511,000 | – | 5,150 | – | 0.10% | – |
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% |