ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,712,000 | -4.9% | 73,509 | -5.1% | 0.61% | -5.3% |
| Q2 2019 | $3,904,000 | -68.0% | 77,424 | -68.4% | 0.65% | -69.3% |
| Q1 2019 | $12,211,000 | +2.2% | 244,905 | +0.5% | 2.10% | -8.5% |
| Q4 2018 | $11,951,000 | -4.1% | 243,600 | -4.2% | 2.30% | +10.0% |
| Q3 2018 | $12,461,000 | +2.9% | 254,296 | +3.0% | 2.09% | -0.3% |
| Q2 2018 | $12,112,000 | +88.7% | 246,785 | +89.7% | 2.10% | +86.3% |
| Q1 2018 | $6,419,000 | +3.3% | 130,072 | +4.4% | 1.13% | +11.2% |
| Q4 2017 | $6,211,000 | +2.2% | 124,643 | +3.1% | 1.01% | -0.2% |
| Q3 2017 | $6,079,000 | -0.8% | 120,935 | -0.8% | 1.02% | 0.0% |
| Q2 2017 | $6,125,000 | +9.7% | 121,865 | +9.4% | 1.02% | +8.7% |
| Q1 2017 | $5,584,000 | – | 111,412 | – | 0.93% | – |
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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% |