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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $460,141 | -16.1% | 9,758 | -17.4% | 0.01% | -84.0% |
Q4 2022 | $548,642 | +22.2% | 11,814 | +21.3% | 0.08% | +15.4% |
Q3 2022 | $449,000 | -33.2% | 9,736 | -31.4% | 0.06% | -25.3% |
Q2 2022 | $672,000 | -11.6% | 14,183 | -9.5% | 0.09% | -6.5% |
Q1 2022 | $760,000 | +3.7% | 15,673 | +7.8% | 0.09% | +13.4% |
Q4 2021 | $733,000 | -3.6% | 14,544 | -2.2% | 0.08% | -29.9% |
Q3 2021 | $760,000 | -23.2% | 14,878 | -22.9% | 0.12% | -46.3% |
Q1 2021 | $990,000 | -92.0% | 19,294 | -91.9% | 0.22% | +19.1% |
Q4 2020 | $12,338,000 | -27.0% | 238,933 | -27.1% | 0.18% | -41.0% |
Q3 2020 | $16,890,000 | +106.9% | 327,660 | +106.6% | 0.31% | +92.5% |
Q2 2020 | $8,163,000 | -16.9% | 158,598 | -18.5% | 0.16% | -46.9% |
Q1 2020 | $9,824,000 | +148.6% | 194,523 | +148.1% | 0.30% | +152.5% |
Q4 2019 | $3,951,000 | +65.7% | 78,395 | +66.0% | 0.12% | +23.7% |
Q3 2019 | $2,384,000 | +19.1% | 47,217 | +18.9% | 0.10% | +12.8% |
Q2 2019 | $2,002,000 | – | 39,701 | – | 0.09% | – |
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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% |