ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 261 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,684 | -0.6% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,711 | -17.4% | 101 | -16.5% | 0.00% | -25.0% |
| Q1 2023 | $5,706 | +21.7% | 121 | +19.8% | 0.00% | +33.3% |
| Q4 2022 | $4,690 | -6.2% | 101 | 0.0% | 0.00% | -62.5% |
| Q3 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.01% | +100.0% |
| Q2 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -28.6% | 101 | -25.2% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -22.2% | 135 | -20.6% | 0.00% | -40.0% |
| Q1 2021 | $9,000 | -10.0% | 170 | -10.1% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -97.6% | 189 | -97.7% | 0.01% | -98.1% |
| Q3 2020 | $418,000 | -2.3% | 8,106 | -2.5% | 0.26% | -4.3% |
| Q2 2020 | $428,000 | +3.1% | 8,311 | +1.2% | 0.28% | -2.1% |
| Q1 2020 | $415,000 | +3.5% | 8,212 | +3.2% | 0.28% | +11.4% |
| Q4 2019 | $401,000 | – | 7,958 | – | 0.25% | – |
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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% |