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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $202,000 | -2.9% | 4,400 | 0.0% | 0.10% | -3.8% |
| Q2 2022 | $208,000 | -1.4% | 4,400 | 0.0% | 0.11% | +9.3% |
| Q1 2022 | $211,000 | -4.1% | 4,400 | 0.0% | 0.10% | +7.8% |
| Q4 2021 | $220,000 | -11.6% | 4,400 | -10.2% | 0.09% | +5.9% |
| Q3 2021 | $249,000 | -0.8% | 4,900 | 0.0% | 0.08% | -7.6% |
| Q2 2021 | $251,000 | -0.4% | 4,900 | 0.0% | 0.09% | -9.8% |
| Q1 2021 | $252,000 | +16.1% | 4,900 | +16.7% | 0.10% | +13.3% |
| Q4 2020 | $217,000 | -22.8% | 4,200 | -22.9% | 0.09% | -45.5% |
| Q2 2020 | $281,000 | +1.1% | 5,450 | 0.0% | 0.16% | -31.2% |
| Q1 2020 | $278,000 | +17.8% | 5,450 | +17.2% | 0.24% | +12.7% |
| Q4 2019 | $236,000 | +3.1% | 4,650 | +2.2% | 0.21% | -10.5% |
| Q3 2019 | $229,000 | – | 4,550 | – | 0.24% | – |
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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% |