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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $280,000 | -4.1% | 5,783 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $292,000 | -1.0% | 5,781 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $295,000 | -0.3% | 5,777 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $296,000 | +24.9% | 5,770 | +24.9% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | -0.4% | 4,618 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $238,000 | 0.0% | 4,617 | +0.1% | 0.01% | -14.3% |
| Q3 2020 | $238,000 | +0.4% | 4,613 | +0.0% | 0.01% | -12.5% |
| Q2 2020 | $237,000 | +2.2% | 4,611 | +0.1% | 0.01% | -11.1% |
| Q1 2020 | $232,000 | +13.2% | 4,607 | +12.1% | 0.01% | +50.0% |
| Q4 2017 | $205,000 | -95.1% | 4,109 | -95.1% | 0.01% | -96.6% |
| Q3 2017 | $4,205,000 | +5.6% | 83,647 | +5.6% | 0.18% | -5.3% |
| Q2 2017 | $3,982,000 | +3.2% | 79,235 | +2.9% | 0.19% | -6.0% |
| Q1 2017 | $3,859,000 | – | 76,989 | – | 0.20% | – |
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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% |