ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,841 | +0.1% | 5,624 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $260,671 | -9.7% | 5,589 | -8.7% | 0.00% | -20.0% |
| Q1 2023 | $288,541 | -7.7% | 6,119 | -9.1% | 0.01% | -16.7% |
| Q4 2022 | $312,541 | +51.0% | 6,730 | +57.8% | 0.01% | +50.0% |
| Q1 2022 | $207,000 | -27.6% | 4,266 | -24.7% | 0.00% | -33.3% |
| Q4 2021 | $286,000 | +2.1% | 5,665 | +3.4% | 0.01% | +20.0% |
| Q3 2021 | $280,000 | -42.7% | 5,477 | -42.5% | 0.01% | -58.3% |
| Q2 2021 | $489,000 | -14.5% | 9,526 | -14.5% | 0.01% | -25.0% |
| Q1 2021 | $572,000 | -8.9% | 11,148 | -8.4% | 0.02% | -20.0% |
| Q4 2020 | $628,000 | -24.6% | 12,164 | -24.7% | 0.02% | -35.5% |
| Q3 2020 | $833,000 | +14.0% | 16,152 | +13.7% | 0.03% | 0.0% |
| Q2 2020 | $731,000 | +4.7% | 14,211 | +2.8% | 0.03% | -16.2% |
| Q1 2020 | $698,000 | -54.5% | 13,829 | -54.5% | 0.04% | -43.1% |
| Q4 2019 | $1,533,000 | +2.0% | 30,379 | +1.9% | 0.06% | -1.5% |
| Q3 2019 | $1,503,000 | +2324.2% | 29,811 | +2290.6% | 0.07% | +2100.0% |
| Q1 2019 | $62,000 | -89.0% | 1,247 | -89.0% | 0.00% | -91.2% |
| Q1 2018 | $562,000 | -14.3% | 11,387 | -13.4% | 0.03% | -15.0% |
| Q4 2017 | $656,000 | – | 13,151 | – | 0.04% | – |
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% |