ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 261 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $359,000 | -34.8% | 6,962 | -36.2% | 0.13% | -51.9% |
| Q1 2020 | $551,000 | +27.5% | 10,905 | +27.2% | 0.27% | +56.7% |
| Q4 2019 | $432,000 | +3.8% | 8,573 | +3.7% | 0.17% | -0.6% |
| Q3 2019 | $416,000 | +19.9% | 8,268 | +20.0% | 0.17% | +13.9% |
| Q2 2019 | $347,000 | +0.9% | 6,890 | 0.0% | 0.15% | -5.0% |
| Q1 2019 | $344,000 | -9.7% | 6,890 | -11.2% | 0.16% | -16.3% |
| Q4 2018 | $381,000 | +0.8% | 7,756 | 0.0% | 0.19% | +12.4% |
| Q3 2018 | $378,000 | -0.8% | 7,756 | 0.0% | 0.17% | +0.6% |
| Q2 2018 | $381,000 | -0.5% | 7,756 | 0.0% | 0.17% | +5.0% |
| Q1 2018 | $383,000 | – | 7,756 | – | 0.16% | – |
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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% |