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 2022 | $47,000 | -2.1% | 1,021 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $48,000 | -2.0% | 1,016 | +0.4% | 0.01% | +8.3% |
| Q1 2022 | $49,000 | -2.0% | 1,012 | +0.3% | 0.01% | +9.1% |
| Q4 2021 | $50,000 | -2.0% | 1,009 | +0.5% | 0.01% | -15.4% |
| Q3 2021 | $51,000 | 0.0% | 1,004 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $51,000 | 0.0% | 1,000 | +0.4% | 0.01% | -7.1% |
| Q1 2021 | $51,000 | 0.0% | 996 | +0.3% | 0.01% | -6.7% |
| Q4 2020 | $51,000 | +2.0% | 993 | +0.7% | 0.02% | -16.7% |
| Q3 2020 | $50,000 | 0.0% | 986 | +0.5% | 0.02% | -5.3% |
| Q2 2020 | $50,000 | +2.0% | 981 | +0.6% | 0.02% | -17.4% |
| Q1 2020 | $49,000 | +2.1% | 975 | +0.4% | 0.02% | +43.8% |
| Q4 2019 | $48,000 | 0.0% | 971 | +0.8% | 0.02% | -5.9% |
| Q3 2019 | $48,000 | -29.4% | 963 | -29.7% | 0.02% | -32.0% |
| Q2 2019 | $68,000 | – | 1,369 | – | 0.02% | – |
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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% |