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 | $205,324 | -0.6% | 4,427 | 0.0% | 0.10% | +3.0% |
| Q2 2023 | $206,475 | -3.7% | 4,427 | -2.6% | 0.10% | -6.5% |
| Q1 2023 | $214,413 | +106045.0% | 4,547 | +4.6% | 0.11% | +3.8% |
| Q4 2022 | $202 | -99.9% | 4,347 | -19.6% | 0.10% | -27.3% |
| Q3 2022 | $249,000 | -77.1% | 5,406 | -76.4% | 0.14% | -74.8% |
| Q2 2022 | $1,085,000 | -25.6% | 22,897 | -24.0% | 0.57% | -16.3% |
| Q1 2022 | $1,459,000 | +5.1% | 30,114 | +9.4% | 0.68% | +11.1% |
| Q4 2021 | $1,388,000 | +152.4% | 27,525 | +155.4% | 0.61% | +121.4% |
| Q3 2021 | $550,000 | – | 10,778 | – | 0.28% | – |
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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% |