ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,002,036 | -1.4% | 43,166 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $2,031,105 | -5.2% | 43,549 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $2,143,334 | +11.9% | 45,453 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $1,915,179 | -10.0% | 41,240 | -10.7% | 0.00% | -25.0% |
| Q3 2022 | $2,129,000 | -17.5% | 46,185 | -15.2% | 0.00% | 0.0% |
| Q2 2022 | $2,581,000 | -9.8% | 54,464 | -7.8% | 0.00% | -20.0% |
| Q1 2022 | $2,862,000 | -44.6% | 59,075 | -42.3% | 0.01% | -37.5% |
| Q4 2021 | $5,162,000 | -8.2% | 102,358 | -7.0% | 0.01% | -20.0% |
| Q3 2021 | $5,622,000 | +25.6% | 110,090 | +26.2% | 0.01% | +25.0% |
| Q2 2021 | $4,475,000 | +23.5% | 87,251 | +23.5% | 0.01% | 0.0% |
| Q1 2021 | $3,624,000 | +67.5% | 70,650 | +68.5% | 0.01% | +60.0% |
| Q4 2020 | $2,164,000 | +24.8% | 41,919 | +24.6% | 0.01% | 0.0% |
| Q3 2020 | $1,734,000 | +963.8% | 33,638 | +964.5% | 0.01% | +400.0% |
| Q2 2020 | $163,000 | +232.7% | 3,160 | +223.8% | 0.00% | – |
| Q1 2020 | $49,000 | +880.0% | 976 | +795.4% | 0.00% | – |
| Q4 2019 | $5,000 | -16.7% | 109 | 0.0% | 0.00% | – |
| Q3 2019 | $6,000 | +50.0% | 109 | +51.4% | 0.00% | – |
| Q2 2019 | $4,000 | -78.9% | 72 | -81.6% | 0.00% | – |
| Q1 2019 | $19,000 | -55.8% | 391 | -55.0% | 0.00% | – |
| Q4 2018 | $43,000 | +760.0% | 868 | +813.7% | 0.00% | – |
| Q3 2018 | $5,000 | -79.2% | 95 | -80.9% | 0.00% | – |
| Q2 2018 | $24,000 | -4.0% | 498 | 0.0% | 0.00% | – |
| Q4 2017 | $25,000 | – | 498 | – | 0.00% | – |
Download | ||||||
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% |