ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 261 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,985 | -17.8% | 6,110 | -16.9% | 0.00% | -25.0% |
| Q1 2023 | $346,520 | -2.0% | 7,349 | -3.5% | 0.00% | -20.0% |
| Q4 2022 | $353,665 | -5.9% | 7,616 | -6.7% | 0.01% | -16.7% |
| Q3 2022 | $376,000 | +12.6% | 8,160 | +15.6% | 0.01% | +20.0% |
| Q2 2022 | $334,000 | -5.6% | 7,056 | -4.0% | 0.01% | 0.0% |
| Q1 2022 | $354,000 | -5.1% | 7,347 | -0.5% | 0.01% | -16.7% |
| Q4 2021 | $373,000 | +6.3% | 7,386 | +8.2% | 0.01% | 0.0% |
| Q3 2021 | $351,000 | -9.1% | 6,827 | -8.6% | 0.01% | -14.3% |
| Q2 2021 | $386,000 | +35.4% | 7,473 | +34.5% | 0.01% | +16.7% |
| Q1 2021 | $285,000 | +11.3% | 5,556 | +11.8% | 0.01% | 0.0% |
| Q4 2020 | $256,000 | -48.6% | 4,970 | -48.6% | 0.01% | -25.0% |
| Q3 2020 | $498,000 | +134.9% | 9,661 | +134.2% | 0.01% | +33.3% |
| Q2 2020 | $212,000 | +2.4% | 4,125 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $207,000 | -1.9% | 4,100 | -2.1% | 0.01% | +20.0% |
| Q4 2019 | $211,000 | – | 4,186 | – | 0.01% | – |
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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% |