ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 64 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $589,000 | -0.5% | 11,542 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $592,000 | 0.0% | 11,542 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $592,000 | -0.7% | 11,542 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $596,000 | -2.0% | 11,542 | -2.1% | 0.02% | -19.0% |
| Q3 2020 | $608,000 | -4.3% | 11,792 | -4.3% | 0.02% | -19.2% |
| Q2 2020 | $635,000 | +0.2% | 12,328 | -1.7% | 0.03% | -27.8% |
| Q1 2020 | $634,000 | -3.9% | 12,547 | -4.3% | 0.04% | +16.1% |
| Q4 2019 | $660,000 | -0.3% | 13,104 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $662,000 | +34.8% | 13,104 | +34.5% | 0.03% | +30.8% |
| Q2 2019 | $491,000 | -8.2% | 9,742 | -9.3% | 0.03% | -7.1% |
| Q1 2019 | $535,000 | +1.5% | 10,738 | 0.0% | 0.03% | -9.7% |
| Q4 2018 | $527,000 | -3.5% | 10,738 | -3.7% | 0.03% | -6.1% |
| Q3 2018 | $546,000 | -0.2% | 11,149 | 0.0% | 0.03% | -17.5% |
| Q2 2018 | $547,000 | -9.4% | 11,149 | -8.8% | 0.04% | -4.8% |
| Q1 2018 | $604,000 | -0.8% | 12,229 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $609,000 | -1.0% | 12,229 | 0.0% | 0.04% | -14.3% |
| Q3 2017 | $615,000 | -5.7% | 12,229 | -5.7% | 0.05% | -14.0% |
| Q2 2017 | $652,000 | -0.2% | 12,969 | -0.5% | 0.06% | +1.8% |
| Q1 2017 | $653,000 | -8.2% | 13,029 | -8.4% | 0.06% | -12.5% |
| Q4 2016 | $711,000 | -5.7% | 14,225 | -4.4% | 0.06% | -7.2% |
| Q3 2016 | $754,000 | -10.0% | 14,880 | +80.3% | 0.07% | -13.8% |
| Q2 2016 | $838,000 | +1.0% | 8,251 | +0.0% | 0.08% | -2.4% |
| Q1 2016 | $830,000 | +6.3% | 8,249 | +4.9% | 0.08% | +15.5% |
| Q4 2015 | $781,000 | -12.7% | 7,866 | -11.8% | 0.07% | -24.5% |
| Q3 2015 | $895,000 | -8.1% | 8,917 | -8.2% | 0.09% | -1.1% |
| Q2 2015 | $974,000 | -61.9% | 9,709 | -61.7% | 0.10% | -62.2% |
| Q1 2015 | $2,559,000 | -33.5% | 25,361 | -34.0% | 0.25% | -35.6% |
| Q4 2014 | $3,850,000 | -51.7% | 38,427 | -51.7% | 0.39% | -51.6% |
| Q3 2014 | $7,965,000 | – | 79,572 | – | 0.80% | – |
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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% |