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 2021 | $629,000 | +6.8% | 12,314 | +56.1% | 0.03% | +3.6% |
| Q2 2021 | $589,000 | -97.8% | 7,888 | +1414.0% | 0.03% | +1300.0% |
| Q1 2021 | $26,707,000 | +1273.8% | 521 | -98.6% | 0.00% | -99.5% |
| Q4 2020 | $1,944,000 | +1700.0% | 37,670 | +1643.2% | 0.38% | +2117.6% |
| Q1 2020 | $108,000 | +390.9% | 2,161 | +392.3% | 0.02% | +240.0% |
| Q4 2019 | $22,000 | -8.3% | 439 | -9.1% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | -79.1% | 483 | -79.5% | 0.01% | -80.0% |
| Q4 2018 | $115,000 | – | 2,354 | – | 0.02% | – |
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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% |