ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,140 | -0.6% | 3,000 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $139,920 | -1.1% | 3,000 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $141,465 | -39.1% | 3,000 | -40.0% | 0.07% | -41.3% |
| Q4 2022 | $232,200 | -16.2% | 5,000 | -16.7% | 0.13% | -15.4% |
| Q3 2022 | $277,000 | -2.5% | 6,000 | 0.0% | 0.15% | +4.9% |
| Q2 2022 | $284,000 | +46.4% | 6,000 | +50.0% | 0.14% | +73.2% |
| Q1 2022 | $194,000 | -10.6% | 4,000 | -7.0% | 0.08% | -2.4% |
| Q4 2021 | $217,000 | -1.4% | 4,300 | 0.0% | 0.08% | -9.7% |
| Q3 2021 | $220,000 | -61.7% | 4,300 | -61.6% | 0.09% | -48.0% |
| Q2 2021 | $574,000 | -28.2% | 11,200 | -28.2% | 0.18% | -23.5% |
| Q1 2021 | $800,000 | -2.9% | 15,600 | -2.2% | 0.23% | -6.4% |
| Q4 2020 | $824,000 | +21.5% | 15,950 | +21.3% | 0.25% | +9.6% |
| Q3 2020 | $678,000 | +9.4% | 13,150 | +9.1% | 0.23% | +5.6% |
| Q2 2020 | $620,000 | +15.2% | 12,050 | +13.1% | 0.22% | -2.3% |
| Q1 2020 | $538,000 | +0.2% | 10,650 | 0.0% | 0.22% | +39.0% |
| Q4 2019 | $537,000 | +176.8% | 10,650 | +176.6% | 0.16% | +160.7% |
| Q3 2019 | $194,000 | – | 3,850 | – | 0.06% | – |
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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% |