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 | $1,084 | +3.5% | 23,370 | +4.1% | 0.33% | +11.0% |
| Q2 2023 | $1,047 | -13.8% | 22,448 | -12.9% | 0.30% | -15.5% |
| Q1 2023 | $1,215 | -16.8% | 25,771 | -18.1% | 0.35% | -20.1% |
| Q4 2022 | $1,461 | -99.9% | 31,461 | +0.6% | 0.44% | -5.9% |
| Q3 2022 | $1,442,000 | -1.7% | 31,281 | +1.1% | 0.47% | +7.5% |
| Q2 2022 | $1,467,000 | -2.1% | 30,953 | +0.1% | 0.44% | +10.9% |
| Q1 2022 | $1,499,000 | +30.7% | 30,931 | +36.0% | 0.40% | +33.0% |
| Q4 2021 | $1,147,000 | -31.8% | 22,740 | -30.9% | 0.30% | -37.6% |
| Q3 2021 | $1,681,000 | -11.1% | 32,921 | -10.7% | 0.48% | -12.8% |
| Q2 2021 | $1,890,000 | +1.1% | 36,851 | +1.1% | 0.55% | -17.5% |
| Q1 2021 | $1,870,000 | -40.8% | 36,454 | -40.4% | 0.66% | -47.2% |
| Q4 2020 | $3,159,000 | -7.1% | 61,169 | -7.2% | 1.25% | -16.3% |
| Q3 2020 | $3,399,000 | -18.7% | 65,945 | -18.9% | 1.50% | -25.7% |
| Q2 2020 | $4,183,000 | +1.9% | 81,265 | 0.0% | 2.01% | -11.9% |
| Q1 2020 | $4,104,000 | +81.9% | 81,265 | +81.6% | 2.29% | +116.8% |
| Q4 2019 | $2,256,000 | – | 44,760 | – | 1.06% | – |
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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% |