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 | $3,064,000 | -13.0% | 66,095 | -12.5% | 0.01% | -14.3% |
| Q2 2023 | $3,523,000 | +3.3% | 75,566 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $3,409,000 | -89.7% | 72,282 | -89.9% | 0.01% | -90.8% |
| Q4 2022 | $33,133,000 | -2.3% | 712,554 | -3.2% | 0.08% | -16.5% |
| Q3 2022 | $33,928,000 | -15.5% | 736,117 | -13.0% | 0.09% | -12.5% |
| Q2 2022 | $40,128,000 | -46.1% | 846,215 | -44.9% | 0.10% | -37.3% |
| Q1 2022 | $74,418,000 | -5.3% | 1,535,475 | -1.4% | 0.17% | -3.5% |
| Q4 2021 | $78,586,000 | +1100.2% | 1,557,789 | +1115.4% | 0.17% | +855.6% |
| Q3 2021 | $6,548,000 | +3.1% | 128,176 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $6,353,000 | +7.0% | 123,770 | +6.8% | 0.02% | -5.3% |
| Q1 2021 | $5,939,000 | -8.3% | 115,846 | -7.8% | 0.02% | -29.6% |
| Q4 2020 | $6,480,000 | +3.2% | 125,605 | +3.1% | 0.03% | -10.0% |
| Q3 2020 | $6,278,000 | +0.2% | 121,808 | -0.1% | 0.03% | -11.8% |
| Q2 2020 | $6,267,000 | +2.9% | 121,915 | +1.0% | 0.03% | -12.8% |
| Q1 2020 | $6,092,000 | -21.8% | 120,685 | -21.9% | 0.04% | -15.2% |
| Q4 2019 | $7,788,000 | +5.3% | 154,483 | +5.4% | 0.05% | +15.0% |
| Q3 2019 | $7,394,000 | -6.4% | 146,516 | -6.5% | 0.04% | -14.9% |
| Q2 2019 | $7,902,000 | -4.9% | 156,709 | -6.1% | 0.05% | -14.5% |
| Q1 2019 | $8,306,000 | +10.9% | 166,816 | +9.1% | 0.06% | -3.5% |
| Q4 2018 | $7,490,000 | +9.3% | 152,890 | +9.2% | 0.06% | +16.3% |
| Q3 2018 | $6,850,000 | +3.3% | 139,962 | +3.5% | 0.05% | -5.8% |
| Q2 2018 | $6,630,000 | +2.6% | 135,261 | +3.2% | 0.05% | -3.7% |
| Q1 2018 | $6,463,000 | +28.1% | 131,008 | +29.4% | 0.05% | +31.7% |
| Q4 2017 | $5,046,000 | +37.0% | 101,217 | +38.1% | 0.04% | +32.3% |
| Q3 2017 | $3,684,000 | -9.1% | 73,281 | -9.1% | 0.03% | -13.9% |
| Q2 2017 | $4,052,000 | +26.3% | 80,651 | +26.1% | 0.04% | +16.1% |
| Q1 2017 | $3,209,000 | +3.0% | 63,982 | +2.8% | 0.03% | -8.8% |
| Q4 2016 | $3,117,000 | -35.0% | 62,241 | -34.3% | 0.03% | -39.3% |
| Q3 2016 | $4,796,000 | – | 94,800 | – | 0.06% | – |
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% |