ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $22,234 | -8.6% | 476,733 | -7.6% | 0.24% | -5.6% |
| Q1 2023 | $24,339 | -9.2% | 516,156 | -10.6% | 0.25% | -7.1% |
| Q4 2022 | $26,818 | -99.9% | 577,478 | -5.1% | 0.27% | -3.9% |
| Q3 2022 | $28,060,000 | -48.6% | 608,671 | -47.2% | 0.28% | -42.3% |
| Q2 2022 | $54,599,000 | +8.2% | 1,151,880 | +10.6% | 0.48% | +29.0% |
| Q1 2022 | $50,450,000 | +275.1% | 1,041,075 | +290.3% | 0.38% | +300.0% |
| Q4 2021 | $13,451,000 | -46.3% | 266,733 | -45.1% | 0.09% | -54.1% |
| Q3 2021 | $25,042,000 | +34.8% | 485,764 | +34.1% | 0.20% | +55.3% |
| Q2 2021 | $18,583,000 | -4.8% | 362,318 | -4.2% | 0.13% | -11.4% |
| Q1 2021 | $19,530,000 | 0.0% | 378,185 | 0.0% | 0.15% | 0.0% |
| Q4 2020 | $19,530,000 | -22.0% | 378,185 | -22.1% | 0.15% | -27.3% |
| Q3 2020 | $25,042,000 | +11.1% | 485,764 | +10.9% | 0.20% | +8.5% |
| Q2 2020 | $22,549,000 | +6.2% | 438,098 | +4.2% | 0.19% | -4.1% |
| Q1 2020 | $21,237,000 | -8.7% | 420,531 | -8.9% | 0.20% | +11.3% |
| Q4 2019 | $23,262,000 | +21.9% | 461,553 | +22.2% | 0.18% | +15.7% |
| Q3 2019 | $19,078,000 | +32.5% | 377,841 | +32.4% | 0.15% | +30.8% |
| Q2 2019 | $14,396,000 | +59.7% | 285,466 | +57.9% | 0.12% | +53.9% |
| Q1 2019 | $9,014,000 | +37.1% | 180,790 | +34.9% | 0.08% | +24.6% |
| Q4 2018 | $6,575,000 | +56.7% | 134,016 | +56.5% | 0.06% | +79.4% |
| Q3 2018 | $4,196,000 | +4562.2% | 85,644 | +4567.2% | 0.03% | +3300.0% |
| Q2 2018 | $90,000 | – | 1,835 | – | 0.00% | – |
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% |