ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $440,000 | -2.4% | 9,536 | +0.2% | 0.04% | +5.0% |
Q2 2022 | $451,000 | -2.0% | 9,516 | +0.2% | 0.04% | +14.3% |
Q1 2022 | $460,000 | +65.5% | 9,499 | +72.6% | 0.04% | +75.0% |
Q4 2021 | $278,000 | -1.1% | 5,503 | 0.0% | 0.02% | -9.1% |
Q3 2021 | $281,000 | -2.1% | 5,503 | -1.7% | 0.02% | 0.0% |
Q2 2021 | $287,000 | -2.4% | 5,597 | -2.3% | 0.02% | -12.0% |
Q1 2021 | $294,000 | -1.7% | 5,731 | -1.1% | 0.02% | -7.4% |
Q4 2020 | $299,000 | 0.0% | 5,797 | 0.0% | 0.03% | -6.9% |
Q3 2020 | $299,000 | +0.3% | 5,797 | 0.0% | 0.03% | -6.5% |
Q2 2020 | $298,000 | +1.7% | 5,797 | 0.0% | 0.03% | -16.2% |
Q1 2020 | $293,000 | +0.3% | 5,797 | 0.0% | 0.04% | +27.6% |
Q4 2019 | $292,000 | -0.3% | 5,797 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $293,000 | -14.3% | 5,797 | -14.6% | 0.03% | -17.1% |
Q2 2019 | $342,000 | +65.2% | 6,790 | +66.1% | 0.04% | +6.1% |
Q3 2016 | $207,000 | 0.0% | 4,088 | +99.8% | 0.03% | -2.9% |
Q2 2016 | $207,000 | -74.2% | 2,046 | -74.5% | 0.03% | -12.8% |
Q4 2014 | $803,000 | -0.1% | 8,010 | -0.2% | 0.04% | -26.4% |
Q3 2014 | $804,000 | -1.0% | 8,029 | -0.5% | 0.05% | -8.6% |
Q2 2014 | $812,000 | -26.6% | 8,071 | -26.8% | 0.06% | -36.3% |
Q1 2014 | $1,106,000 | -2.0% | 11,033 | -2.1% | 0.09% | -2.2% |
Q4 2013 | $1,128,000 | – | 11,267 | – | 0.09% | – |
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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% |