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 2023 | $97,862 | -0.6% | 2,110 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $98,410 | -1.1% | 2,110 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $99,497 | +1.5% | 2,110 | 0.0% | 0.07% | -7.5% |
| Q4 2022 | $97,988 | +1.0% | 2,110 | 0.0% | 0.08% | -10.1% |
| Q3 2022 | $97,000 | -3.0% | 2,110 | 0.0% | 0.09% | -11.0% |
| Q2 2022 | $100,000 | -2.0% | 2,110 | 0.0% | 0.10% | +22.0% |
| Q1 2022 | $102,000 | -3.8% | 2,110 | 0.0% | 0.08% | +2.5% |
| Q4 2021 | $106,000 | -1.9% | 2,110 | 0.0% | 0.08% | -7.0% |
| Q3 2021 | $108,000 | 0.0% | 2,110 | 0.0% | 0.09% | +2.4% |
| Q2 2021 | $108,000 | 0.0% | 2,110 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $108,000 | -96.7% | 2,110 | -96.7% | 0.09% | -97.0% |
| Q4 2020 | $3,270,000 | +10.2% | 63,329 | +10.0% | 3.03% | -4.5% |
| Q3 2020 | $2,967,000 | +5.0% | 57,563 | +4.8% | 3.17% | -2.3% |
| Q2 2020 | $2,827,000 | +3.1% | 54,918 | +1.2% | 3.24% | -14.4% |
| Q1 2020 | $2,741,000 | +0.5% | 54,280 | +0.3% | 3.79% | +35.6% |
| Q4 2019 | $2,727,000 | – | 54,117 | – | 2.79% | – |
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% |