ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,745,254 | +2.0% | 37,630 | +2.6% | 0.80% | +1.8% |
| Q2 2023 | $1,710,312 | -4.9% | 36,671 | -3.9% | 0.78% | -8.7% |
| Q1 2023 | $1,798,468 | +14.9% | 38,140 | +13.2% | 0.86% | +6.2% |
| Q4 2022 | $1,564,819 | -19.7% | 33,696 | -20.3% | 0.81% | -28.8% |
| Q3 2022 | $1,949,000 | -6.5% | 42,269 | -3.9% | 1.14% | -3.0% |
| Q2 2022 | $2,084,000 | -2.7% | 43,975 | -0.5% | 1.17% | +2.2% |
| Q1 2022 | $2,141,000 | +1.9% | 44,183 | +6.0% | 1.15% | +1.2% |
| Q4 2021 | $2,102,000 | +2.9% | 41,681 | +4.2% | 1.13% | -3.2% |
| Q3 2021 | $2,042,000 | +6.2% | 39,983 | +6.6% | 1.17% | +0.2% |
| Q2 2021 | $1,923,000 | -1.2% | 37,495 | -1.2% | 1.17% | -6.7% |
| Q1 2021 | $1,946,000 | +23.3% | 37,933 | +24.1% | 1.25% | +29.6% |
| Q4 2020 | $1,578,000 | +18.9% | 30,557 | +18.7% | 0.97% | +6.3% |
| Q3 2020 | $1,327,000 | -1.0% | 25,741 | -1.2% | 0.91% | -11.3% |
| Q2 2020 | $1,340,000 | +12.2% | 26,046 | +10.2% | 1.02% | -14.3% |
| Q1 2020 | $1,194,000 | +12.5% | 23,644 | +12.2% | 1.20% | +50.6% |
| Q4 2019 | $1,061,000 | – | 21,065 | – | 0.79% | – |
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% |