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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $483,000 | -59.9% | 9,975 | -58.2% | 0.00% | -60.0% |
| Q4 2021 | $1,203,000 | -39.8% | 23,860 | -39.1% | 0.01% | -44.4% |
| Q3 2021 | $2,000,000 | +28.1% | 39,165 | +28.6% | 0.01% | +28.6% |
| Q2 2021 | $1,561,000 | -10.1% | 30,444 | -10.1% | 0.01% | -12.5% |
| Q1 2021 | $1,737,000 | +18.9% | 33,869 | +19.7% | 0.01% | +14.3% |
| Q4 2020 | $1,461,000 | +1.6% | 28,298 | +1.4% | 0.01% | -12.5% |
| Q3 2020 | $1,438,000 | +0.9% | 27,894 | +0.7% | 0.01% | -11.1% |
| Q2 2020 | $1,425,000 | +78.3% | 27,691 | +75.1% | 0.01% | +50.0% |
| Q1 2020 | $799,000 | +205.0% | 15,816 | +204.4% | 0.01% | +200.0% |
| Q4 2019 | $262,000 | – | 5,195 | – | 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% |