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 | $9,879 | -0.6% | 213 | 0.0% | 0.00% | – |
| Q2 2023 | $9,935 | -1.1% | 213 | 0.0% | 0.00% | – |
| Q1 2023 | $10,044 | +1.5% | 213 | 0.0% | 0.00% | – |
| Q4 2022 | $9,891 | -79.8% | 213 | -79.8% | 0.00% | -100.0% |
| Q3 2022 | $49,000 | +390.0% | 1,054 | +394.8% | 0.00% | – |
| Q2 2022 | $10,000 | -94.9% | 213 | -94.8% | 0.00% | -100.0% |
| Q1 2022 | $197,000 | -13.2% | 4,075 | -9.3% | 0.00% | 0.0% |
| Q4 2021 | $227,000 | +1963.6% | 4,494 | +2019.8% | 0.00% | – |
| Q3 2021 | $11,000 | -98.3% | 212 | -98.3% | 0.00% | -100.0% |
| Q2 2021 | $658,000 | +5881.8% | 12,838 | +5955.7% | 0.01% | – |
| Q1 2021 | $11,000 | 0.0% | 212 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | 0.0% | 212 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 212 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -54.2% | 212 | -55.3% | 0.00% | – |
| Q1 2020 | $24,000 | – | 474 | – | 0.00% | – |
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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% |