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 | $15,361,002 | -0.3% | 331,199 | +0.2% | 1.46% | +1.9% |
| Q2 2023 | $15,413,041 | -7.1% | 330,468 | -6.0% | 1.43% | -10.7% |
| Q1 2023 | $16,585,820 | +2.5% | 351,730 | +0.9% | 1.60% | -2.7% |
| Q4 2022 | $16,184,725 | -23.8% | 348,508 | -24.3% | 1.65% | -29.7% |
| Q3 2022 | $21,228,000 | -12.1% | 460,486 | -9.6% | 2.34% | -10.6% |
| Q2 2022 | $24,147,000 | +3.0% | 509,440 | +5.3% | 2.62% | +18.0% |
| Q1 2022 | $23,444,000 | +33.9% | 483,786 | +39.3% | 2.22% | +29.3% |
| Q4 2021 | $17,514,000 | -25.6% | 347,302 | -24.6% | 1.72% | -29.6% |
| Q3 2021 | $23,538,000 | -21.9% | 460,901 | -21.6% | 2.44% | -21.6% |
| Q2 2021 | $30,153,000 | +87.9% | 587,887 | +87.9% | 3.11% | +57.5% |
| Q1 2021 | $16,049,000 | +38.5% | 312,908 | +39.4% | 1.97% | +24.6% |
| Q4 2020 | $11,590,000 | +14.6% | 224,436 | +14.4% | 1.58% | 0.0% |
| Q3 2020 | $10,115,000 | +5.1% | 196,225 | +4.9% | 1.58% | +0.4% |
| Q2 2020 | $9,628,000 | +1.1% | 187,054 | -1.1% | 1.58% | -16.6% |
| Q1 2020 | $9,524,000 | -2.5% | 189,087 | -2.5% | 1.89% | +17.9% |
| Q4 2019 | $9,770,000 | +10.3% | 193,842 | +10.5% | 1.60% | +2.8% |
| Q3 2019 | $8,861,000 | +17.7% | 175,491 | +17.2% | 1.56% | +13.0% |
| Q2 2019 | $7,531,000 | +13.7% | 149,759 | +12.4% | 1.38% | +9.2% |
| Q1 2019 | $6,622,000 | -1.8% | 133,245 | -3.0% | 1.26% | -12.4% |
| Q4 2018 | $6,742,000 | +19.8% | 137,426 | +19.3% | 1.44% | +24.4% |
| Q3 2018 | $5,628,000 | -0.5% | 115,165 | -0.3% | 1.16% | -3.0% |
| Q2 2018 | $5,654,000 | +0.7% | 115,513 | +1.5% | 1.19% | -1.8% |
| Q1 2018 | $5,612,000 | +0.6% | 113,835 | +1.5% | 1.22% | +3.4% |
| Q4 2017 | $5,580,000 | -9.0% | 112,201 | -8.0% | 1.18% | -12.4% |
| Q3 2017 | $6,134,000 | +55.4% | 122,014 | +55.3% | 1.34% | +49.1% |
| Q2 2017 | $3,946,000 | +1.1% | 78,583 | +1.2% | 0.90% | -4.8% |
| Q1 2017 | $3,903,000 | +13.2% | 77,673 | +12.9% | 0.95% | +9.6% |
| Q4 2016 | $3,447,000 | +9.1% | 68,814 | +10.0% | 0.86% | +2.7% |
| Q3 2016 | $3,160,000 | +20.7% | 62,547 | +142.0% | 0.84% | +19.8% |
| Q2 2016 | $2,617,000 | +2.8% | 25,844 | +1.9% | 0.70% | -0.7% |
| Q1 2016 | $2,545,000 | -22.8% | 25,368 | -23.4% | 0.71% | -29.2% |
| Q4 2015 | $3,296,000 | +0.3% | 33,119 | +1.1% | 1.00% | +4.1% |
| Q3 2015 | $3,286,000 | -1.7% | 32,771 | -1.8% | 0.96% | +3.7% |
| Q2 2015 | $3,344,000 | +1.2% | 33,376 | +2.0% | 0.92% | +2.2% |
| Q1 2015 | $3,304,000 | +44.8% | 32,710 | +43.8% | 0.90% | +38.2% |
| Q4 2014 | $2,281,000 | +8.7% | 22,740 | +8.8% | 0.65% | +3.2% |
| Q3 2014 | $2,099,000 | +54.7% | 20,896 | +54.5% | 0.63% | +56.5% |
| Q2 2014 | $1,357,000 | +23.3% | 13,529 | +23.3% | 0.40% | +17.1% |
| Q1 2014 | $1,101,000 | – | 10,970 | – | 0.35% | – |
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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% |