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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $24,141 | +2.5% | 513 | +0.6% | 0.01% | -7.7% |
| Q3 2023 | $23,560 | +0.2% | 510 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $23,502 | -0.7% | 506 | +0.6% | 0.01% | -7.1% |
| Q1 2023 | $23,662 | -19.5% | 503 | -20.4% | 0.01% | -30.0% |
| Q4 2022 | $29,408 | -2.0% | 632 | -4.2% | 0.02% | -9.1% |
| Q3 2022 | $30,000 | -6.2% | 660 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $32,000 | 0.0% | 658 | +0.6% | 0.02% | +4.8% |
| Q1 2022 | $32,000 | -3.0% | 654 | +0.2% | 0.02% | -4.5% |
| Q4 2021 | $33,000 | 0.0% | 653 | +0.5% | 0.02% | -8.3% |
| Q3 2021 | $33,000 | 0.0% | 650 | +0.5% | 0.02% | -4.0% |
| Q2 2021 | $33,000 | 0.0% | 647 | +0.5% | 0.02% | -7.4% |
| Q1 2021 | $33,000 | 0.0% | 644 | +0.2% | 0.03% | -15.6% |
| Q4 2020 | $33,000 | 0.0% | 643 | +0.8% | 0.03% | -11.1% |
| Q3 2020 | $33,000 | 0.0% | 638 | +0.5% | 0.04% | -2.7% |
| Q2 2020 | $33,000 | +3.1% | 635 | +0.6% | 0.04% | -7.5% |
| Q1 2020 | $32,000 | -13.5% | 631 | -13.3% | 0.04% | +11.1% |
| Q4 2019 | $37,000 | – | 728 | – | 0.04% | – |
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% |