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 2022 | $541,000 | -10.6% | 11,742 | -8.0% | 0.05% | -5.6% |
| Q2 2022 | $605,000 | +8.6% | 12,762 | +11.1% | 0.05% | +25.6% |
| Q1 2022 | $557,000 | -63.9% | 11,488 | -62.0% | 0.04% | -65.6% |
| Q3 2021 | $1,545,000 | -31.1% | 30,252 | -30.8% | 0.12% | -33.9% |
| Q2 2021 | $2,243,000 | +0.6% | 43,733 | +0.6% | 0.19% | -6.0% |
| Q1 2021 | $2,230,000 | +4.4% | 43,476 | +5.1% | 0.20% | -0.5% |
| Q4 2020 | $2,137,000 | +50.2% | 41,384 | +49.9% | 0.20% | +37.4% |
| Q3 2020 | $1,423,000 | -10.4% | 27,613 | -10.5% | 0.15% | -16.0% |
| Q2 2020 | $1,588,000 | -21.0% | 30,858 | -22.5% | 0.18% | -33.0% |
| Q1 2020 | $2,010,000 | -20.4% | 39,807 | -20.5% | 0.26% | -1.1% |
| Q4 2019 | $2,524,000 | -58.6% | 50,078 | -58.5% | 0.26% | -61.3% |
| Q3 2019 | $6,097,000 | -43.7% | 120,756 | -43.8% | 0.68% | -44.7% |
| Q2 2019 | $10,831,000 | -61.6% | 214,776 | -62.0% | 1.23% | -63.2% |
| Q1 2019 | $28,206,000 | -21.8% | 565,703 | -23.1% | 3.35% | -28.2% |
| Q4 2018 | $36,084,000 | – | 735,514 | – | 4.66% | – |
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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% |