ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. 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 ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |