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 | $253 | -36.6% | 5,462 | -36.1% | 0.02% | -26.7% |
| Q2 2023 | $399 | +90.9% | 8,553 | +92.6% | 0.03% | +76.5% |
| Q1 2023 | $209 | -98.0% | 4,440 | -98.0% | 0.02% | -98.2% |
| Q4 2022 | $10,456 | -96.5% | 225,150 | +3378.3% | 0.94% | +2594.3% |
| Q3 2022 | $298,000 | -98.1% | 6,473 | -98.1% | 0.04% | -98.1% |
| Q2 2022 | $16,052,000 | +36381.8% | 338,647 | +37237.0% | 1.83% | +45725.0% |
| Q1 2022 | $44,000 | -4.3% | 907 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | 0.0% | 907 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $46,000 | +48.4% | 907 | +51.9% | 0.01% | +66.7% |
| Q2 2021 | $31,000 | +3.3% | 597 | +2.9% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | -50.0% | 580 | -50.1% | 0.00% | -62.5% |
| Q3 2020 | $60,000 | -4.8% | 1,163 | -5.3% | 0.01% | -11.1% |
| Q2 2020 | $63,000 | +3.3% | 1,228 | +1.7% | 0.01% | -10.0% |
| Q1 2020 | $61,000 | -18.7% | 1,208 | -19.1% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | +4.2% | 1,493 | +4.7% | 0.01% | 0.0% |
| Q3 2019 | $72,000 | +44.0% | 1,426 | +42.5% | 0.01% | +42.9% |
| Q2 2019 | $50,000 | -66.2% | 1,001 | -66.4% | 0.01% | -30.0% |
| Q1 2019 | $148,000 | – | 2,978 | – | 0.01% | – |
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% |