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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $397,000 | +3.9% | 8,286 | +5.1% | 0.02% | +25.0% |
Q1 2022 | $382,000 | +10.1% | 7,882 | +14.5% | 0.01% | +20.0% |
Q4 2021 | $347,000 | -1.1% | 6,882 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $351,000 | -21.7% | 6,882 | -21.2% | 0.01% | -21.4% |
Q2 2021 | $448,000 | -27.4% | 8,731 | -27.5% | 0.01% | -33.3% |
Q1 2021 | $617,000 | -4.6% | 12,036 | -4.0% | 0.02% | -8.7% |
Q4 2020 | $647,000 | – | 12,536 | – | 0.02% | – |
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% |