ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,556 | -0.3% | 76,695 | +0.2% | 0.22% | +1.4% |
| Q2 2023 | $3,568 | -1.9% | 76,504 | -0.8% | 0.22% | -7.7% |
| Q1 2023 | $3,638 | -1.6% | 77,134 | -3.2% | 0.23% | -6.4% |
| Q4 2022 | $3,697 | -99.9% | 79,677 | -39.9% | 0.25% | -43.4% |
| Q3 2022 | $6,106,000 | +80.0% | 132,504 | +84.9% | 0.44% | +84.1% |
| Q2 2022 | $3,393,000 | -46.2% | 71,671 | -44.9% | 0.24% | -41.0% |
| Q1 2022 | $6,302,000 | -75.4% | 130,130 | -74.4% | 0.40% | -74.5% |
| Q4 2021 | $25,663,000 | -48.7% | 508,790 | -48.0% | 1.59% | -51.9% |
| Q3 2021 | $50,022,000 | +135.6% | 979,148 | +136.5% | 3.30% | +134.8% |
| Q2 2021 | $21,234,000 | +775.6% | 414,007 | +775.7% | 1.41% | +742.5% |
| Q1 2021 | $2,425,000 | – | 47,275 | – | 0.17% | – |
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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% |