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 | $3,695,790 | -4.4% | 79,685 | -3.8% | 0.04% | -7.7% |
| Q2 2023 | $3,864,684 | +26.0% | 82,862 | +27.4% | 0.04% | +18.2% |
| Q1 2023 | $3,067,626 | -4.3% | 65,054 | -5.8% | 0.03% | +17.9% |
| Q4 2022 | $3,205,893 | -99.9% | 69,033 | -40.0% | 0.03% | 0.0% |
| Q3 2022 | $2,653,651,000 | +99101.9% | 114,994 | +103.8% | 0.03% | +3.7% |
| Q2 2022 | $2,675,000 | -16.7% | 56,432 | -14.8% | 0.03% | -18.2% |
| Q1 2022 | $3,210,000 | +28.5% | 66,242 | +33.7% | 0.03% | +32.0% |
| Q4 2021 | $2,499,000 | -18.2% | 49,544 | -17.2% | 0.02% | -19.4% |
| Q3 2021 | $3,055,000 | +7.6% | 59,824 | +8.1% | 0.03% | -3.1% |
| Q2 2021 | $2,838,000 | +1.2% | 55,329 | +1.3% | 0.03% | -11.1% |
| Q1 2021 | $2,803,000 | -6.6% | 54,642 | -5.9% | 0.04% | +2.9% |
| Q4 2020 | $3,000,000 | -99.9% | 58,093 | +29.1% | 0.04% | -18.6% |
| Q3 2020 | $2,300,000,000 | – | 44,996 | – | 0.04% | – |
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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% |