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 2023 | $4,068,815 | +1.4% | 87,727 | +2.0% | 0.15% | +6.2% |
| Q2 2023 | $4,010,969 | -26.1% | 85,998 | -25.3% | 0.14% | -20.0% |
| Q1 2023 | $5,429,613 | -45.5% | 115,143 | -46.3% | 0.18% | -49.4% |
| Q4 2022 | $9,956,913 | -7.7% | 214,403 | -8.3% | 0.36% | -13.4% |
| Q3 2022 | $10,783,000 | -5.9% | 233,895 | -3.3% | 0.41% | +3.3% |
| Q2 2022 | $11,461,000 | -7.3% | 241,786 | -5.3% | 0.40% | +7.3% |
| Q1 2022 | $12,370,000 | +11.2% | 255,264 | +15.7% | 0.37% | +19.7% |
| Q4 2021 | $11,127,000 | -4.7% | 220,648 | -3.5% | 0.31% | -11.7% |
| Q3 2021 | $11,679,000 | +1.6% | 228,693 | +2.0% | 0.35% | +2.3% |
| Q2 2021 | $11,500,000 | +6.4% | 224,224 | +6.4% | 0.34% | -0.6% |
| Q1 2021 | $10,807,000 | +152.3% | 210,706 | +154.1% | 0.34% | +136.3% |
| Q4 2020 | $4,283,000 | +8.2% | 82,930 | +8.0% | 0.15% | -7.0% |
| Q3 2020 | $3,958,000 | +4.9% | 76,788 | +4.7% | 0.16% | -5.4% |
| Q2 2020 | $3,774,000 | -13.4% | 73,328 | -15.0% | 0.17% | -35.9% |
| Q1 2020 | $4,357,000 | +14.8% | 86,278 | +14.6% | 0.26% | +61.9% |
| Q4 2019 | $3,794,000 | -3.7% | 75,283 | -3.5% | 0.16% | -15.3% |
| Q3 2019 | $3,938,000 | -7.0% | 77,995 | -7.1% | 0.19% | -13.3% |
| Q2 2019 | $4,234,000 | +14.3% | 83,955 | +13.1% | 0.22% | +3.8% |
| Q1 2019 | $3,703,000 | -61.3% | 74,263 | -61.9% | 0.21% | -69.8% |
| Q4 2018 | $9,568,000 | +48.6% | 195,023 | +48.4% | 0.70% | +84.1% |
| Q3 2018 | $6,438,000 | +40.4% | 131,377 | +40.6% | 0.38% | +23.1% |
| Q2 2018 | $4,586,000 | -43.9% | 93,430 | -43.6% | 0.31% | -48.6% |
| Q1 2018 | $8,172,000 | +63.3% | 165,584 | +64.9% | 0.60% | +55.1% |
| Q4 2017 | $5,004,000 | -16.3% | 100,430 | -15.6% | 0.38% | -21.9% |
| Q3 2017 | $5,981,000 | -21.1% | 118,976 | -21.1% | 0.49% | -30.8% |
| Q2 2017 | $7,577,000 | -4.3% | 150,750 | -4.6% | 0.71% | -7.2% |
| Q1 2017 | $7,919,000 | +23.4% | 157,996 | +23.1% | 0.77% | +9.4% |
| Q4 2016 | $6,416,000 | -1.2% | 128,323 | +0.1% | 0.70% | -9.0% |
| Q3 2016 | $6,494,000 | +30.5% | 128,204 | +161.6% | 0.77% | +18.6% |
| Q2 2016 | $4,977,000 | +35.5% | 49,004 | +34.3% | 0.65% | +29.3% |
| Q1 2016 | $3,672,000 | +586.4% | 36,497 | +577.5% | 0.50% | +569.3% |
| Q4 2015 | $535,000 | -1.7% | 5,387 | -0.7% | 0.08% | -12.8% |
| Q3 2015 | $544,000 | +8.2% | 5,423 | +8.1% | 0.09% | +24.6% |
| Q2 2015 | $503,000 | -3.3% | 5,015 | -2.6% | 0.07% | 0.0% |
| Q1 2015 | $520,000 | +31.3% | 5,151 | +30.5% | 0.07% | +32.7% |
| Q4 2014 | $396,000 | – | 3,948 | – | 0.05% | – |
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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% |