ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256 | -100.0% | 5,523 | -80.9% | 0.00% | -100.0% |
| Q4 2021 | $1,460,000 | -71.5% | 28,954 | -71.0% | 0.00% | -66.7% |
| Q2 2021 | $5,114,000 | -1.4% | 99,700 | -1.4% | 0.01% | 0.0% |
| Q1 2021 | $5,186,000 | -55.6% | 101,108 | -55.3% | 0.01% | -53.8% |
| Q4 2020 | $11,689,000 | +200.3% | 226,364 | +199.7% | 0.01% | +225.0% |
| Q3 2020 | $3,893,000 | -43.1% | 75,526 | -43.2% | 0.00% | -33.3% |
| Q2 2020 | $6,846,000 | +90.7% | 133,000 | +87.1% | 0.01% | +100.0% |
| Q1 2020 | $3,590,000 | -39.8% | 71,091 | -40.0% | 0.00% | -40.0% |
| Q4 2019 | $5,967,000 | +74.6% | 118,400 | +74.9% | 0.01% | +66.7% |
| Q3 2019 | $3,418,000 | -0.1% | 67,700 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $3,422,000 | +32.2% | 67,858 | +30.7% | 0.00% | +50.0% |
| Q1 2019 | $2,588,000 | – | 51,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |