ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,472,000 | -2.1% | 125,737 | -3.9% | 0.21% | -21.3% |
| Q1 2020 | $6,609,000 | -25.4% | 130,864 | -25.5% | 0.26% | -4.0% |
| Q4 2019 | $8,858,000 | -7.8% | 175,759 | -7.7% | 0.27% | -16.7% |
| Q3 2019 | $9,610,000 | -22.8% | 190,340 | -22.9% | 0.33% | -27.5% |
| Q2 2019 | $12,455,000 | +0.8% | 246,973 | -0.4% | 0.45% | -3.0% |
| Q1 2019 | $12,360,000 | +6.5% | 247,898 | +4.8% | 0.47% | -8.8% |
| Q4 2018 | $11,609,000 | +54.7% | 236,619 | +54.5% | 0.51% | +90.0% |
| Q3 2018 | $7,503,000 | +7.8% | 153,113 | +8.0% | 0.27% | +1.1% |
| Q2 2018 | $6,960,000 | -0.8% | 141,813 | -0.2% | 0.27% | -2.9% |
| Q1 2018 | $7,013,000 | – | 142,117 | – | 0.28% | – |
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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% |