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 | $6,121,928 | -4.7% | 131,995 | -4.2% | 0.09% | -4.3% |
| Q2 2023 | $6,425,126 | +22.7% | 137,760 | +24.0% | 0.09% | +9.5% |
| Q1 2023 | $5,237,034 | +9.7% | 111,060 | +8.1% | 0.08% | +1.2% |
| Q4 2022 | $4,771,849 | +5.4% | 102,753 | +4.7% | 0.08% | -5.7% |
| Q3 2022 | $4,526,000 | +28.3% | 98,183 | +31.9% | 0.09% | +31.3% |
| Q2 2022 | $3,528,000 | +37.3% | 74,429 | +40.3% | 0.07% | +59.5% |
| Q1 2022 | $2,570,000 | +957.6% | 53,041 | +1000.2% | 0.04% | +950.0% |
| Q4 2021 | $243,000 | – | 4,821 | – | 0.00% | – |
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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% |