ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,749,286 | -3.2% | 80,838 | -2.6% | 0.46% | -0.9% |
| Q2 2023 | $3,871,742 | +5.2% | 83,013 | +6.4% | 0.46% | +1.5% |
| Q1 2023 | $3,679,228 | +21.3% | 78,024 | +19.5% | 0.46% | +14.9% |
| Q4 2022 | $3,032,967 | +8.7% | 65,309 | +7.9% | 0.40% | +2.6% |
| Q3 2022 | $2,791,000 | -16.5% | 60,537 | -14.1% | 0.39% | -14.6% |
| Q2 2022 | $3,341,000 | -28.8% | 70,490 | -27.2% | 0.45% | -19.1% |
| Q1 2022 | $4,692,000 | -11.4% | 96,828 | -7.8% | 0.56% | -6.4% |
| Q4 2021 | $5,298,000 | +5.3% | 105,049 | +6.6% | 0.60% | -2.8% |
| Q3 2021 | $5,032,000 | +143.1% | 98,541 | +144.2% | 0.62% | +138.4% |
| Q2 2021 | $2,070,000 | +101.8% | 40,351 | +101.7% | 0.26% | +89.7% |
| Q1 2021 | $1,026,000 | +570.6% | 20,009 | +575.3% | 0.14% | +547.6% |
| Q4 2020 | $153,000 | -26.1% | 2,963 | -26.1% | 0.02% | -32.3% |
| Q3 2020 | $207,000 | +1.0% | 4,011 | +0.5% | 0.03% | -8.8% |
| Q2 2020 | $205,000 | -10.9% | 3,990 | -12.6% | 0.03% | -19.0% |
| Q1 2020 | $230,000 | +0.4% | 4,563 | +0.4% | 0.04% | +13.5% |
| Q4 2019 | $229,000 | +663.3% | 4,546 | +661.5% | 0.04% | +640.0% |
| Q3 2019 | $30,000 | – | 597 | – | 0.01% | – |
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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% |