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 | $14,676,368 | +37.1% | 316,437 | +37.8% | 0.02% | +42.9% |
| Q2 2023 | $10,708,615 | -13.4% | 229,602 | -12.5% | 0.01% | -22.2% |
| Q1 2023 | $12,367,862 | -3.4% | 262,281 | -4.9% | 0.02% | -5.3% |
| Q4 2022 | $12,804,625 | -14.5% | 275,724 | -15.1% | 0.02% | -26.9% |
| Q3 2022 | $14,971,000 | +43.1% | 324,752 | +47.1% | 0.03% | +52.9% |
| Q2 2022 | $10,463,000 | -52.4% | 220,744 | -51.4% | 0.02% | -50.0% |
| Q1 2022 | $21,997,000 | +24.2% | 453,925 | +29.2% | 0.03% | +21.4% |
| Q4 2021 | $17,711,000 | +36.2% | 351,202 | +37.9% | 0.03% | +21.7% |
| Q3 2021 | $13,008,000 | +591.2% | 254,706 | +594.0% | 0.02% | +666.7% |
| Q2 2021 | $1,882,000 | -72.8% | 36,703 | -72.8% | 0.00% | -78.6% |
| Q1 2021 | $6,919,000 | +220.3% | 134,901 | +222.5% | 0.01% | +180.0% |
| Q4 2020 | $2,160,000 | +831.0% | 41,827 | +828.0% | 0.01% | +400.0% |
| Q3 2020 | $232,000 | -48.8% | 4,507 | -48.7% | 0.00% | 0.0% |
| Q2 2020 | $453,000 | +36.9% | 8,793 | +34.3% | 0.00% | 0.0% |
| Q3 2019 | $331,000 | +359.7% | 6,547 | +354.0% | 0.00% | – |
| Q2 2017 | $72,000 | 0.0% | 1,442 | 0.0% | 0.00% | – |
| Q1 2017 | $72,000 | 0.0% | 1,442 | 0.0% | 0.00% | – |
| Q4 2016 | $72,000 | -1.4% | 1,442 | 0.0% | 0.00% | – |
| Q3 2016 | $73,000 | +1360.0% | 1,442 | +2620.8% | 0.00% | – |
| Q1 2016 | $5,000 | – | 53 | – | 0.00% | – |
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% |