ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,458,000 | +6.2% | 47,682 | +6.0% | 0.09% | -47.6% |
| Q2 2020 | $2,315,000 | -17.1% | 44,971 | -18.6% | 0.17% | -31.7% |
| Q1 2020 | $2,792,000 | -48.4% | 55,280 | -48.5% | 0.24% | -33.1% |
| Q4 2019 | $5,409,000 | -65.3% | 107,325 | -65.2% | 0.36% | -68.2% |
| Q3 2019 | $15,592,000 | +1.5% | 308,814 | +1.4% | 1.14% | -0.8% |
| Q2 2019 | $15,362,000 | +2.8% | 304,615 | +1.7% | 1.15% | +2.1% |
| Q1 2019 | $14,937,000 | +19.8% | 299,569 | +17.9% | 1.13% | +1.5% |
| Q4 2018 | $12,465,000 | +623150.0% | 254,067 | +508034.0% | 1.11% | – |
| Q3 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | -33.3% | 50 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 50 | +100.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
| Q1 2016 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $2,000 | – | 25 | – | 0.00% | – |
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% |