ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,319 | -17.7% | 179,371 | -17.2% | 0.04% | -15.2% |
| Q2 2023 | $10,104 | -18.0% | 216,628 | -17.1% | 0.05% | -23.3% |
| Q1 2023 | $12,324 | -0.9% | 261,355 | -2.4% | 0.06% | -6.2% |
| Q4 2022 | $12,433 | -99.9% | 267,731 | +2.4% | 0.06% | -5.9% |
| Q3 2022 | $12,054,000 | -2.4% | 261,464 | +0.3% | 0.07% | +1.5% |
| Q2 2022 | $12,353,000 | -54.4% | 260,615 | -53.3% | 0.07% | -46.0% |
| Q1 2022 | $27,071,000 | -27.0% | 558,615 | -24.1% | 0.12% | -25.3% |
| Q4 2021 | $37,098,000 | +24.0% | 735,631 | +25.6% | 0.17% | +12.2% |
| Q3 2021 | $29,909,000 | +33.8% | 585,643 | +34.4% | 0.15% | +38.3% |
| Q2 2021 | $22,357,000 | +43.4% | 435,902 | +43.4% | 0.11% | +25.9% |
| Q1 2021 | $15,592,000 | +2.7% | 304,005 | +3.4% | 0.08% | -4.5% |
| Q4 2020 | $15,187,000 | -7.7% | 294,089 | -7.8% | 0.09% | -19.8% |
| Q3 2020 | $16,449,000 | +29.6% | 319,095 | +29.4% | 0.11% | +16.8% |
| Q2 2020 | $12,695,000 | +145.7% | 246,644 | +141.1% | 0.10% | +90.0% |
| Q1 2020 | $5,167,000 | +30.4% | 102,319 | +30.1% | 0.05% | +61.3% |
| Q4 2019 | $3,963,000 | -12.2% | 78,629 | -12.0% | 0.03% | -22.5% |
| Q3 2019 | $4,513,000 | +18.5% | 89,387 | +18.4% | 0.04% | +14.3% |
| Q2 2019 | $3,808,000 | +119.0% | 75,503 | +116.5% | 0.04% | +105.9% |
| Q1 2019 | $1,739,000 | +95.8% | 34,874 | +92.6% | 0.02% | +70.0% |
| Q4 2018 | $888,000 | +23.2% | 18,103 | +23.1% | 0.01% | +42.9% |
| Q3 2018 | $721,000 | -27.2% | 14,709 | -27.1% | 0.01% | -30.0% |
| Q2 2018 | $991,000 | +32.0% | 20,188 | +32.6% | 0.01% | +25.0% |
| Q1 2018 | $751,000 | -15.8% | 15,225 | -15.0% | 0.01% | -20.0% |
| Q4 2017 | $892,000 | +33.3% | 17,906 | +34.7% | 0.01% | +11.1% |
| Q3 2017 | $669,000 | +5.4% | 13,298 | +5.2% | 0.01% | 0.0% |
| Q2 2017 | $635,000 | +3.6% | 12,637 | +3.4% | 0.01% | -10.0% |
| Q1 2017 | $613,000 | +36.5% | 12,221 | +36.2% | 0.01% | +25.0% |
| Q4 2016 | $449,000 | -4.3% | 8,974 | -3.2% | 0.01% | -11.1% |
| Q3 2016 | $469,000 | -86.6% | 9,266 | -73.0% | 0.01% | -87.8% |
| Q2 2016 | $3,492,000 | +672.6% | 34,372 | +666.0% | 0.07% | +640.0% |
| Q1 2016 | $452,000 | -3.4% | 4,487 | -4.8% | 0.01% | -9.1% |
| Q4 2015 | $468,000 | +10.4% | 4,711 | +11.6% | 0.01% | -8.3% |
| Q3 2015 | $424,000 | -40.3% | 4,221 | -40.4% | 0.01% | -40.0% |
| Q2 2015 | $710,000 | -0.1% | 7,079 | +0.5% | 0.02% | 0.0% |
| Q1 2015 | $711,000 | +103.7% | 7,043 | +102.3% | 0.02% | +81.8% |
| Q4 2014 | $349,000 | +17.9% | 3,481 | +17.6% | 0.01% | +22.2% |
| Q3 2014 | $296,000 | -66.9% | 2,959 | -66.7% | 0.01% | -71.0% |
| Q2 2014 | $894,000 | -31.2% | 8,894 | -31.4% | 0.03% | -36.7% |
| Q1 2014 | $1,300,000 | -6.3% | 12,964 | -6.5% | 0.05% | -14.0% |
| Q4 2013 | $1,387,000 | – | 13,858 | – | 0.06% | – |
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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% |