ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,954 | -27.3% | 25,419 | -26.9% | 0.42% | -26.5% |
| Q2 2023 | $1,620,726 | -12.9% | 34,750 | -12.0% | 0.57% | -17.5% |
| Q1 2023 | $1,861,068 | -6.1% | 39,467 | -7.6% | 0.69% | -13.1% |
| Q4 2022 | $1,982,661 | -29.3% | 42,693 | -29.8% | 0.79% | -41.9% |
| Q3 2022 | $2,804,000 | -14.8% | 60,824 | -12.4% | 1.36% | -14.0% |
| Q2 2022 | $3,292,000 | -39.5% | 69,453 | -38.1% | 1.58% | -41.2% |
| Q1 2022 | $5,442,000 | +22.3% | 112,289 | +27.2% | 2.68% | +18.9% |
| Q4 2021 | $4,451,000 | +128.1% | 88,256 | +131.0% | 2.26% | +86.8% |
| Q3 2021 | $1,951,000 | +11.2% | 38,204 | +11.7% | 1.21% | +8.1% |
| Q2 2021 | $1,755,000 | +12.5% | 34,215 | +12.5% | 1.12% | +2.9% |
| Q1 2021 | $1,560,000 | +15.2% | 30,421 | +16.0% | 1.09% | +6.6% |
| Q4 2020 | $1,354,000 | +47.3% | 26,221 | +47.2% | 1.02% | +31.1% |
| Q3 2020 | $919,000 | +29.4% | 17,818 | +29.1% | 0.78% | +21.0% |
| Q2 2020 | $710,000 | +9.6% | 13,799 | +7.5% | 0.64% | -6.1% |
| Q1 2020 | $648,000 | – | 12,839 | – | 0.68% | – |
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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% |