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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $163,520 | -1.1% | 3,506 | 0.0% | 0.02% | +21.1% |
| Q1 2023 | $165,325 | -32.9% | 3,506 | -33.6% | 0.02% | +11.8% |
| Q4 2022 | $246,241 | -58.9% | 5,283 | -57.7% | 0.02% | -59.5% |
| Q1 2022 | $599,000 | -0.3% | 12,489 | +3.7% | 0.04% | +5.0% |
| Q4 2021 | $601,000 | -7.1% | 12,047 | -6.1% | 0.04% | -7.0% |
| Q3 2021 | $647,000 | +3.9% | 12,823 | +5.5% | 0.04% | -2.3% |
| Q2 2021 | $623,000 | +25.1% | 12,160 | +25.3% | 0.04% | +12.8% |
| Q1 2021 | $498,000 | -23.7% | 9,701 | -23.3% | 0.04% | -30.4% |
| Q4 2020 | $653,000 | – | 12,646 | – | 0.06% | – |
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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% |