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 | $1,581,465 | -0.6% | 34,098 | 0.0% | 0.12% | +2.6% |
| Q2 2023 | $1,590,331 | -21.6% | 34,098 | -20.8% | 0.12% | -24.7% |
| Q1 2023 | $2,029,268 | +98985.4% | 43,034 | -2.4% | 0.15% | -3.8% |
| Q4 2022 | $2,048 | -99.9% | 44,102 | -42.4% | 0.16% | -45.4% |
| Q3 2022 | $3,528,000 | -95.0% | 76,527 | -94.8% | 0.29% | -94.6% |
| Q2 2022 | $69,926,000 | -20.6% | 1,475,218 | -18.8% | 5.39% | -9.1% |
| Q1 2022 | $88,033,000 | +76.0% | 1,816,608 | +83.1% | 5.94% | +85.2% |
| Q4 2021 | $50,032,000 | -1.3% | 992,105 | -0.0% | 3.20% | -9.1% |
| Q3 2021 | $50,671,000 | +22.6% | 992,181 | +23.1% | 3.52% | +22.4% |
| Q2 2021 | $41,336,000 | -24.4% | 805,929 | -24.4% | 2.88% | -29.8% |
| Q1 2021 | $54,667,000 | -17.2% | 1,065,875 | -16.6% | 4.10% | -22.0% |
| Q4 2020 | $65,999,000 | +10.0% | 1,278,076 | +9.8% | 5.26% | -1.1% |
| Q3 2020 | $59,990,000 | -2.6% | 1,163,752 | -2.8% | 5.32% | -8.9% |
| Q2 2020 | $61,600,000 | +6.6% | 1,196,835 | +4.5% | 5.84% | -8.2% |
| Q1 2020 | $57,813,000 | +138.9% | 1,144,843 | +138.4% | 6.36% | +187.7% |
| Q4 2019 | $24,201,000 | +9580.4% | 480,186 | +9550.0% | 2.21% | +8740.0% |
| Q3 2019 | $250,000 | 0.0% | 4,976 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $250,000 | +1.2% | 4,976 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $247,000 | -73.9% | 4,976 | -74.2% | 0.02% | -76.9% |
| Q4 2018 | $947,000 | -97.6% | 19,321 | -97.6% | 0.11% | -97.2% |
| Q3 2018 | $39,210,000 | +1.8% | 800,212 | +1.9% | 3.87% | -5.6% |
| Q2 2018 | $38,525,000 | +2.8% | 784,973 | +3.4% | 4.10% | +0.7% |
| Q1 2018 | $37,470,000 | – | 759,282 | – | 4.08% | – |
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% |