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 | $281,573 | -74.8% | 6,071 | -74.6% | 0.07% | -75.3% |
| Q2 2023 | $1,116,653 | -89.7% | 23,942 | -89.5% | 0.27% | -93.8% |
| Q1 2023 | $10,797,075 | -37.7% | 228,970 | -38.1% | 4.31% | -38.8% |
| Q4 2022 | $17,323,788 | -8.5% | 369,850 | -10.2% | 7.05% | -18.4% |
| Q3 2022 | $18,933,000 | -18.3% | 411,862 | -15.4% | 8.64% | -16.5% |
| Q2 2022 | $23,187,000 | +11.9% | 486,705 | +12.6% | 10.34% | +31.5% |
| Q1 2022 | $20,722,000 | +36.8% | 432,168 | +43.7% | 7.86% | +54.0% |
| Q4 2021 | $15,149,000 | +15.0% | 300,822 | +16.0% | 5.11% | +3.2% |
| Q3 2021 | $13,175,000 | +695.6% | 259,344 | +703.2% | 4.95% | +591.1% |
| Q2 2021 | $1,656,000 | +124.1% | 32,287 | +124.0% | 0.72% | +93.5% |
| Q1 2021 | $739,000 | -56.6% | 14,415 | -56.3% | 0.37% | -66.8% |
| Q4 2020 | $1,704,000 | – | 32,999 | – | 1.12% | – |
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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% |