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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $9,828,000 | -0.8% | 202,797 | +3.3% | 4.08% | -0.7% |
| Q4 2021 | $9,904,000 | +6.0% | 196,395 | +7.3% | 4.11% | -3.7% |
| Q3 2021 | $9,345,000 | +4.9% | 182,977 | +5.3% | 4.27% | +2.1% |
| Q2 2021 | $8,908,000 | -14.9% | 173,695 | -14.9% | 4.18% | -21.4% |
| Q1 2021 | $10,473,000 | +34.8% | 204,210 | +35.7% | 5.32% | +25.7% |
| Q4 2020 | $7,769,000 | – | 150,450 | – | 4.23% | – |
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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% |