ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,872 | -11.0% | 11,360 | -10.5% | 0.01% | -11.1% |
| Q2 2023 | $592,158 | -10.2% | 12,696 | -9.2% | 0.01% | -25.0% |
| Q1 2023 | $659,527 | +22.1% | 13,986 | -11.6% | 0.01% | -7.7% |
| Q4 2022 | $540,133 | -2.3% | 15,825 | +32.0% | 0.01% | -23.5% |
| Q3 2022 | $553,000 | -2.3% | 11,986 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $566,000 | -51.3% | 11,951 | -50.2% | 0.02% | -55.3% |
| Q1 2022 | $1,163,000 | -20.7% | 24,001 | -17.5% | 0.04% | -19.1% |
| Q4 2021 | $1,467,000 | -5.7% | 29,090 | -4.5% | 0.05% | -17.5% |
| Q3 2021 | $1,556,000 | -4.4% | 30,476 | -4.0% | 0.06% | -13.6% |
| Q2 2021 | $1,628,000 | -8.3% | 31,734 | -8.3% | 0.07% | -30.5% |
| Q1 2021 | $1,775,000 | -5.7% | 34,608 | -5.0% | 0.10% | -13.6% |
| Q4 2020 | $1,882,000 | -9.5% | 36,444 | -9.6% | 0.11% | -22.5% |
| Q3 2020 | $2,079,000 | -41.0% | 40,324 | -41.1% | 0.14% | -46.8% |
| Q2 2020 | $3,521,000 | -5.8% | 68,417 | -7.6% | 0.27% | -24.8% |
| Q1 2020 | $3,737,000 | -13.7% | 74,007 | -13.9% | 0.36% | -33.1% |
| Q4 2019 | $4,332,000 | -0.8% | 85,949 | -0.6% | 0.53% | -12.4% |
| Q3 2019 | $4,366,000 | +6.0% | 86,467 | +5.9% | 0.61% | +4.5% |
| Q2 2019 | $4,118,000 | – | 81,654 | – | 0.58% | – |
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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% |