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 2021 | $5,000 | -73.7% | 100 | -73.7% | 0.00% | -75.0% |
| Q2 2021 | $19,000 | 0.0% | 380 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | -5.0% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +5.3% | 380 | 0.0% | 0.01% | -30.0% |
| Q1 2020 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | +42.9% |
| Q4 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -11.8% |
| Q2 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -10.0% |
| Q4 2018 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $19,000 | 0.0% | 380 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $19,000 | +35.7% | 380 | +35.7% | 0.02% | +41.7% |
| Q1 2018 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $14,000 | 0.0% | 280 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $14,000 | – | 280 | – | 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% |