ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,452,383 | +317.5% | 440,404 | +314.5% | 0.41% | +303.0% |
| Q3 2022 | $4,899,000 | -5.3% | 106,260 | -2.6% | 0.10% | +3.1% |
| Q2 2022 | $5,171,000 | -26.6% | 109,090 | -25.0% | 0.10% | -9.3% |
| Q1 2022 | $7,046,000 | +23.0% | 145,406 | +28.0% | 0.11% | +30.1% |
| Q4 2021 | $5,730,000 | -5.6% | 113,632 | -3.9% | 0.08% | -13.5% |
| Q3 2021 | $6,067,000 | 0.0% | 118,291 | 0.0% | 0.10% | +20.0% |
| Q2 2021 | $6,067,000 | -5.4% | 118,291 | -5.4% | 0.08% | -16.7% |
| Q1 2021 | $6,415,000 | -49.9% | 125,082 | -49.6% | 0.10% | -51.5% |
| Q4 2020 | $12,804,000 | +100.9% | 247,940 | +100.6% | 0.20% | +81.7% |
| Q3 2020 | $6,372,000 | +70700.0% | 123,602 | +67442.1% | 0.11% | – |
| Q2 2019 | $9,000 | -99.5% | 183 | -99.5% | 0.00% | -100.0% |
| Q4 2017 | $1,692,000 | -2.6% | 33,946 | -1.7% | 0.06% | -9.7% |
| Q3 2017 | $1,737,000 | -5.8% | 34,550 | -5.8% | 0.06% | -11.4% |
| Q2 2017 | $1,844,000 | +18.6% | 36,693 | +18.3% | 0.07% | +11.1% |
| Q1 2017 | $1,555,000 | +12.8% | 31,016 | +12.5% | 0.06% | +8.6% |
| Q4 2016 | $1,379,000 | +13.6% | 27,582 | +15.1% | 0.06% | +13.7% |
| Q3 2016 | $1,214,000 | +7.6% | 23,961 | +115.7% | 0.05% | +6.2% |
| Q2 2016 | $1,128,000 | +25.3% | 11,106 | +24.1% | 0.05% | +23.1% |
| Q1 2016 | $900,000 | +17.5% | 8,947 | +16.0% | 0.04% | +18.2% |
| Q4 2015 | $766,000 | -2.9% | 7,716 | -1.8% | 0.03% | -2.9% |
| Q3 2015 | $789,000 | +10.0% | 7,860 | +10.1% | 0.03% | +21.4% |
| Q2 2015 | $717,000 | +13.8% | 7,142 | +14.4% | 0.03% | +16.7% |
| Q1 2015 | $630,000 | +92.7% | 6,241 | +91.3% | 0.02% | +100.0% |
| Q4 2014 | $327,000 | +473.7% | 3,262 | +474.3% | 0.01% | +500.0% |
| Q3 2014 | $57,000 | +35.7% | 568 | +36.2% | 0.00% | 0.0% |
| Q2 2014 | $42,000 | – | 417 | – | 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% |