ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 202 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $492,947 | +51.7% | 10,615 | +62.9% | 0.11% | -12.2% |
| Q1 2019 | $325,000 | -9.7% | 6,515 | -11.3% | 0.12% | -21.2% |
| Q4 2018 | $360,000 | -37.9% | 7,346 | -38.0% | 0.16% | -57.5% |
| Q3 2018 | $580,000 | +37.4% | 11,843 | +38.7% | 0.37% | +208.4% |
| Q1 2018 | $422,000 | +66.8% | 8,540 | +68.2% | 0.12% | -18.5% |
| Q4 2017 | $253,000 | +20.5% | 5,077 | +21.3% | 0.15% | +8.1% |
| Q3 2017 | $210,000 | +3.4% | 4,184 | +3.6% | 0.14% | +1.5% |
| Q2 2017 | $203,000 | +1.0% | 4,040 | +0.9% | 0.13% | -2.9% |
| Q1 2017 | $201,000 | -8.6% | 4,005 | -8.9% | 0.14% | -8.7% |
| Q4 2016 | $220,000 | – | 4,396 | – | 0.15% | – |
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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% |