ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,352,579 | +0.7% | 72,285 | +1.2% | 0.03% | +3.6% |
| Q2 2023 | $3,330,108 | +1.9% | 71,400 | +3.1% | 0.03% | -15.2% |
| Q1 2023 | $3,266,601 | -14.7% | 69,274 | -16.0% | 0.03% | -21.4% |
| Q4 2022 | $3,830,352 | -30.1% | 82,480 | -30.6% | 0.04% | -39.1% |
| Q3 2022 | $5,479,000 | +1.8% | 118,860 | +4.6% | 0.07% | -6.8% |
| Q2 2022 | $5,384,000 | +0.9% | 113,579 | +3.1% | 0.07% | +8.8% |
| Q1 2022 | $5,338,000 | -89.6% | 110,155 | -89.2% | 0.07% | -90.7% |
| Q4 2021 | $51,452,000 | +8.4% | 1,020,261 | +9.8% | 0.73% | -8.0% |
| Q3 2021 | $47,460,000 | +13.5% | 929,318 | +14.0% | 0.79% | +2.5% |
| Q2 2021 | $41,804,000 | +32.6% | 815,043 | +32.6% | 0.77% | +19.5% |
| Q1 2021 | $31,515,000 | +648.0% | 614,455 | +653.2% | 0.65% | +482.9% |
| Q4 2020 | $4,213,000 | +26231.2% | 81,584 | +26217.4% | 0.11% | +11000.0% |
| Q1 2020 | $16,000 | – | 310 | – | 0.00% | – |
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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% |