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 2023 | $473,586 | -18.2% | 10,211 | -17.7% | 0.05% | -16.9% |
| Q2 2023 | $578,756 | +29.7% | 12,409 | +31.1% | 0.06% | +22.9% |
| Q1 2023 | $446,181 | +73044.4% | 9,462 | -27.9% | 0.05% | -30.4% |
| Q4 2022 | $610 | -99.8% | 13,132 | +55.0% | 0.07% | +38.0% |
| Q3 2022 | $391,000 | -54.4% | 8,473 | -53.1% | 0.05% | -54.5% |
| Q2 2022 | $857,000 | -30.0% | 18,082 | -28.4% | 0.11% | -22.5% |
| Q1 2022 | $1,224,000 | -4.7% | 25,256 | -0.8% | 0.14% | +14.5% |
| Q4 2021 | $1,284,000 | +0.1% | 25,468 | +1.3% | 0.12% | -17.3% |
| Q3 2021 | $1,283,000 | -0.5% | 25,130 | 0.0% | 0.15% | -2.0% |
| Q2 2021 | $1,289,000 | +2.9% | 25,130 | +2.9% | 0.15% | -0.6% |
| Q1 2021 | $1,253,000 | -0.5% | 24,427 | +0.2% | 0.15% | -6.1% |
| Q4 2020 | $1,259,000 | +0.4% | 24,388 | +0.3% | 0.16% | -11.8% |
| Q3 2020 | $1,254,000 | +1.5% | 24,320 | +1.3% | 0.19% | -5.1% |
| Q2 2020 | $1,235,000 | +1.9% | 24,004 | 0.0% | 0.20% | -15.9% |
| Q1 2020 | $1,212,000 | +83.4% | 24,004 | +83.0% | 0.23% | +147.9% |
| Q4 2019 | $661,000 | -1.9% | 13,114 | -1.8% | 0.09% | -14.5% |
| Q3 2019 | $674,000 | – | 13,351 | – | 0.11% | – |
Download | ||||||
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% |