ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,948 | -52.9% | 685 | -52.4% | 0.02% | -41.4% |
| Q1 2023 | $67,856 | -7.8% | 1,439 | -9.2% | 0.03% | -19.4% |
| Q4 2022 | $73,561 | -1.9% | 1,584 | -2.4% | 0.04% | +5.9% |
| Q3 2022 | $75,000 | -25.0% | 1,623 | -23.3% | 0.03% | -24.4% |
| Q2 2022 | $100,000 | -51.0% | 2,115 | -50.0% | 0.04% | +7.1% |
| Q1 2022 | $204,000 | +1.0% | 4,230 | +5.8% | 0.04% | -52.8% |
| Q4 2021 | $202,000 | -1.0% | 3,998 | 0.0% | 0.09% | -10.1% |
| Q3 2021 | $204,000 | -0.5% | 3,998 | 0.0% | 0.10% | -5.7% |
| Q2 2021 | $205,000 | 0.0% | 3,998 | 0.0% | 0.10% | -13.2% |
| Q1 2021 | $205,000 | 0.0% | 3,998 | +0.6% | 0.12% | -11.7% |
| Q4 2020 | $205,000 | 0.0% | 3,975 | 0.0% | 0.14% | -9.3% |
| Q3 2020 | $205,000 | -0.5% | 3,975 | -0.6% | 0.15% | -5.6% |
| Q2 2020 | $206,000 | +9.0% | 3,999 | +6.8% | 0.16% | -11.1% |
| Q1 2020 | $189,000 | 0.0% | 3,746 | -0.3% | 0.18% | +13.2% |
| Q4 2019 | $189,000 | – | 3,758 | – | 0.16% | – |
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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% |