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 | $1,353,094 | +1.6% | 29,174 | +2.2% | 0.71% | +4.8% |
| Q2 2023 | $1,331,332 | -2.3% | 28,545 | -1.2% | 0.68% | -8.1% |
| Q1 2023 | $1,362,005 | +102537.9% | 28,884 | +1.0% | 0.74% | -4.4% |
| Q4 2022 | $1,327 | -99.9% | 28,585 | -0.6% | 0.78% | -10.8% |
| Q3 2022 | $1,326,000 | +1.8% | 28,767 | +4.7% | 0.87% | +5.3% |
| Q2 2022 | $1,303,000 | -0.6% | 27,480 | +1.6% | 0.82% | +15.7% |
| Q1 2022 | $1,311,000 | +0.3% | 27,052 | +4.4% | 0.71% | +12.8% |
| Q4 2021 | $1,307,000 | -2.3% | 25,912 | -1.1% | 0.63% | -13.7% |
| Q3 2021 | $1,338,000 | +6.2% | 26,205 | +6.6% | 0.73% | +4.9% |
| Q2 2021 | $1,260,000 | +0.7% | 24,573 | +0.8% | 0.70% | -13.7% |
| Q1 2021 | $1,251,000 | -4.4% | 24,384 | -3.7% | 0.81% | -10.5% |
| Q4 2020 | $1,308,000 | +6.5% | 25,327 | +6.4% | 0.90% | -5.4% |
| Q3 2020 | $1,228,000 | +0.9% | 23,814 | +0.6% | 0.96% | -7.7% |
| Q2 2020 | $1,217,000 | +2.1% | 23,661 | +0.3% | 1.04% | -16.6% |
| Q1 2020 | $1,192,000 | -0.4% | 23,596 | -0.7% | 1.24% | +27.4% |
| Q4 2019 | $1,197,000 | -1.6% | 23,754 | -1.4% | 0.98% | -7.4% |
| Q3 2019 | $1,216,000 | -1.3% | 24,088 | -1.4% | 1.05% | -1.7% |
| Q2 2019 | $1,232,000 | +3.1% | 24,431 | +1.9% | 1.07% | -1.7% |
| Q1 2019 | $1,195,000 | +3.6% | 23,975 | +2.0% | 1.09% | -9.3% |
| Q4 2018 | $1,153,000 | – | 23,510 | – | 1.20% | – |
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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% |