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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $241,000 | -37.2% | 4,714 | -37.0% | 0.04% | -36.2% |
| Q2 2021 | $384,000 | -34.6% | 7,485 | -34.5% | 0.06% | -37.6% |
| Q1 2021 | $587,000 | -0.3% | 11,435 | +0.3% | 0.09% | -5.1% |
| Q4 2020 | $589,000 | +0.5% | 11,405 | +0.3% | 0.10% | -11.7% |
| Q3 2020 | $586,000 | -1.3% | 11,367 | -1.4% | 0.11% | -5.1% |
| Q2 2020 | $594,000 | -1.8% | 11,532 | -3.7% | 0.12% | -25.0% |
| Q1 2020 | $605,000 | +0.3% | 11,980 | +0.1% | 0.16% | +31.1% |
| Q4 2019 | $603,000 | +195.6% | 11,971 | +195.8% | 0.12% | +170.5% |
| Q3 2019 | $204,000 | +0.5% | 4,047 | +0.4% | 0.04% | -10.2% |
| Q2 2019 | $203,000 | – | 4,032 | – | 0.05% | – |
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% |