ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,949,537 | -9.5% | 624,181 | -9.0% | 0.01% | -7.1% |
Q2 2023 | $31,979,448 | +0.6% | 685,666 | +1.7% | 0.01% | -6.7% |
Q1 2023 | $31,782,737 | -16.5% | 674,006 | -17.7% | 0.02% | -25.0% |
Q4 2022 | $38,042,068 | +11.8% | 819,166 | +10.9% | 0.02% | +5.3% |
Q3 2022 | $34,038,000 | -2.2% | 738,360 | +0.6% | 0.02% | 0.0% |
Q2 2022 | $34,801,000 | -12.8% | 734,205 | -10.9% | 0.02% | -5.0% |
Q1 2022 | $39,930,000 | -1.2% | 823,969 | +2.8% | 0.02% | 0.0% |
Q4 2021 | $40,413,000 | -9.8% | 801,373 | -8.7% | 0.02% | -20.0% |
Q3 2021 | $44,825,000 | +17.1% | 877,726 | +17.6% | 0.02% | +13.6% |
Q2 2021 | $38,268,000 | +8.2% | 746,111 | +8.2% | 0.02% | -4.3% |
Q1 2021 | $35,382,000 | +19.7% | 689,833 | +20.5% | 0.02% | +4.5% |
Q4 2020 | $29,571,000 | +12.7% | 572,629 | +12.5% | 0.02% | -4.3% |
Q3 2020 | $26,240,000 | +8.2% | 509,014 | +8.0% | 0.02% | -4.2% |
Q2 2020 | $24,252,000 | +14.7% | 471,188 | +12.5% | 0.02% | -4.0% |
Q1 2020 | $21,144,000 | +2.0% | 418,700 | +1.8% | 0.02% | +13.6% |
Q4 2019 | $20,720,000 | +6.3% | 411,120 | +6.5% | 0.02% | +4.8% |
Q3 2019 | $19,495,000 | +59.0% | 386,125 | +58.8% | 0.02% | +40.0% |
Q2 2019 | $12,259,000 | -19.1% | 243,092 | -20.0% | 0.02% | -28.6% |
Q1 2019 | $15,152,000 | +10.0% | 303,882 | +8.2% | 0.02% | 0.0% |
Q4 2018 | $13,777,000 | +64.9% | 280,812 | +64.7% | 0.02% | +50.0% |
Q3 2018 | $8,357,000 | +86.0% | 170,546 | +86.3% | 0.01% | +40.0% |
Q2 2018 | $4,493,000 | +10.4% | 91,535 | +10.3% | 0.01% | -16.7% |
Q1 2018 | $4,071,000 | -18.0% | 83,022 | -16.6% | 0.01% | +9.1% |
Q4 2017 | $4,962,000 | +2085.9% | 99,563 | +2096.9% | 0.01% | +1000.0% |
Q3 2017 | $227,000 | -59.2% | 4,532 | -59.0% | 0.00% | -50.0% |
Q2 2017 | $556,000 | +0.5% | 11,063 | +0.3% | 0.00% | 0.0% |
Q1 2017 | $553,000 | -44.4% | 11,028 | -44.5% | 0.00% | -50.0% |
Q4 2016 | $995,000 | -21.1% | 19,887 | -20.1% | 0.00% | -20.0% |
Q3 2016 | $1,261,000 | -98.8% | 24,901 | -97.6% | 0.01% | -98.8% |
Q2 2016 | $106,649,000 | +13.3% | 1,050,106 | +12.2% | 0.42% | +4.9% |
Q1 2016 | $94,163,000 | +15.1% | 935,825 | +13.6% | 0.40% | +9.2% |
Q4 2015 | $81,779,000 | +8.6% | 823,802 | +9.8% | 0.37% | -0.8% |
Q3 2015 | $75,292,000 | +5.2% | 750,370 | +5.2% | 0.37% | +9.7% |
Q2 2015 | $71,585,000 | +15.8% | 713,279 | +16.4% | 0.34% | +6.6% |
Q1 2015 | $61,813,000 | +5.3% | 612,559 | +4.5% | 0.32% | -46.4% |
Q4 2014 | $58,703,000 | +294.0% | 585,912 | +293.7% | 0.60% | +298.0% |
Q3 2014 | $14,898,000 | +114.7% | 148,830 | +115.7% | 0.15% | +108.3% |
Q2 2014 | $6,938,000 | +150.4% | 68,998 | +149.7% | 0.07% | +132.3% |
Q1 2014 | $2,771,000 | – | 27,637 | – | 0.03% | – |
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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% |