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 | $7,362,060 | +4.4% | 157,849 | +5.5% | 0.74% | +1.4% |
| Q1 2023 | $7,053,696 | +0.1% | 149,585 | -1.4% | 0.73% | -4.8% |
| Q4 2022 | $7,048,166 | -7.7% | 151,769 | -8.4% | 0.76% | -16.4% |
| Q3 2022 | $7,638,000 | -15.8% | 165,681 | -13.4% | 0.91% | -12.0% |
| Q2 2022 | $9,070,000 | -6.2% | 191,353 | -4.1% | 1.04% | +0.5% |
| Q1 2022 | $9,671,000 | +8.0% | 199,571 | +12.4% | 1.03% | +10.6% |
| Q4 2021 | $8,953,000 | +14.1% | 177,532 | +15.6% | 0.94% | +5.2% |
| Q3 2021 | $7,845,000 | +196025.0% | 153,609 | +213245.8% | 0.89% | – |
| Q2 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | 0.0% | 72 | -13.3% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | +300.0% | 83 | +186.2% | 0.00% | – |
| Q3 2018 | $1,000 | -96.2% | 29 | -94.5% | 0.00% | -100.0% |
| Q2 2018 | $26,000 | – | 529 | – | 0.01% | – |
Download | ||||||
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% |