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 | $460,532 | +8.7% | 9,930 | +9.3% | 0.06% | +12.7% |
| Q2 2023 | $423,750 | +7.8% | 9,086 | +9.0% | 0.06% | -14.1% |
| Q1 2023 | $393,110 | -22.4% | 8,337 | -23.6% | 0.06% | -29.7% |
| Q4 2022 | $506,686 | -9.5% | 10,911 | -10.1% | 0.09% | -20.2% |
| Q3 2022 | $560,000 | +0.9% | 12,139 | +3.7% | 0.11% | -18.0% |
| Q2 2022 | $555,000 | -0.7% | 11,701 | +5.6% | 0.14% | +20.9% |
| Q4 2021 | $559,000 | +0.9% | 11,081 | +2.1% | 0.12% | -13.5% |
| Q3 2021 | $554,000 | +13.5% | 10,857 | +14.2% | 0.13% | +14.7% |
| Q2 2021 | $488,000 | +23.9% | 9,507 | +23.7% | 0.12% | +7.4% |
| Q1 2021 | $394,000 | +12.9% | 7,683 | +13.8% | 0.11% | +13.7% |
| Q4 2020 | $349,000 | +6.7% | 6,752 | +6.3% | 0.10% | -2.1% |
| Q3 2020 | $327,000 | – | 6,350 | – | 0.10% | – |
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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% |