ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,499 | -99.9% | 53,805 | +19.6% | 0.25% | +11.3% |
| Q3 2022 | $2,074,000 | +23.4% | 44,984 | +26.8% | 0.22% | +28.5% |
| Q2 2022 | $1,681,000 | -28.7% | 35,474 | -27.1% | 0.17% | -11.8% |
| Q1 2022 | $2,357,000 | -5.0% | 48,629 | -1.1% | 0.20% | +1.6% |
| Q4 2021 | $2,481,000 | -12.5% | 49,185 | -11.0% | 0.19% | -47.7% |
| Q2 2021 | $2,834,000 | +6.6% | 55,263 | +6.6% | 0.37% | -8.9% |
| Q1 2021 | $2,659,000 | +16.9% | 51,844 | +17.7% | 0.40% | +20.7% |
| Q4 2020 | $2,274,000 | -73.9% | 44,037 | -74.0% | 0.33% | -76.8% |
| Q3 2020 | $8,719,000 | +2.2% | 169,143 | +2.1% | 1.44% | -7.7% |
| Q2 2020 | $8,528,000 | +453.8% | 165,684 | +443.4% | 1.56% | +341.0% |
| Q1 2020 | $1,540,000 | +15.1% | 30,489 | +14.8% | 0.35% | +58.0% |
| Q4 2019 | $1,338,000 | – | 26,552 | – | 0.22% | – |
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% |