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 | $182,569,408 | +69.8% | 3,936,382 | +70.8% | 0.05% | +67.7% |
| Q2 2023 | $107,490,524 | -3.1% | 2,304,810 | -2.0% | 0.03% | -8.8% |
| Q1 2023 | $110,890,999 | -0.1% | 2,351,626 | -1.6% | 0.03% | -5.6% |
| Q4 2022 | $110,974,556 | -2.2% | 2,389,633 | -2.9% | 0.04% | -12.2% |
| Q3 2022 | $113,482,000 | -32.0% | 2,461,646 | -30.1% | 0.04% | -29.3% |
| Q2 2022 | $166,809,000 | -2.4% | 3,519,182 | -0.2% | 0.06% | +13.7% |
| Q1 2022 | $170,891,000 | -5.2% | 3,526,450 | -1.3% | 0.05% | -3.8% |
| Q4 2021 | $180,261,000 | -0.5% | 3,574,501 | +0.7% | 0.05% | -10.2% |
| Q3 2021 | $181,207,000 | +205.1% | 3,548,215 | +208.5% | 0.06% | +145.8% |
| Q4 2020 | $59,397,000 | -7.0% | 1,150,225 | -7.2% | 0.02% | -17.2% |
| Q3 2020 | $63,875,000 | -60.5% | 1,239,092 | -60.6% | 0.03% | -63.3% |
| Q2 2020 | $161,870,000 | -4.4% | 3,144,944 | -6.2% | 0.08% | -20.2% |
| Q1 2020 | $169,327,000 | – | 3,353,017 | – | 0.10% | – |
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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% |