ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $6,293,000 | -1.2% | 123,232 | -0.8% | 0.42% | -1.9% |
| Q2 2021 | $6,372,000 | -37.5% | 124,241 | -37.5% | 0.43% | -42.5% |
| Q1 2021 | $10,203,000 | -16.7% | 198,926 | -16.2% | 0.75% | -20.6% |
| Q4 2020 | $12,253,000 | -50.5% | 237,269 | -50.7% | 0.94% | -56.5% |
| Q3 2020 | $24,756,000 | +20.4% | 481,441 | +20.5% | 2.16% | +9.2% |
| Q2 2020 | $20,570,000 | – | 399,648 | – | 1.98% | – |
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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% |