ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,975,504 | +5.1% | 171,960 | +5.6% | 0.63% | +11.2% |
| Q2 2023 | $7,591,824 | +6.8% | 162,775 | +8.0% | 0.57% | +2.5% |
| Q1 2023 | $7,108,754 | +46.0% | 150,753 | +43.8% | 0.56% | +35.0% |
| Q4 2022 | $4,867,638 | -4.7% | 104,816 | -5.4% | 0.41% | -13.3% |
| Q3 2022 | $5,109,000 | +0.5% | 110,818 | +3.4% | 0.48% | +5.6% |
| Q2 2022 | $5,082,000 | +4.9% | 107,221 | +7.2% | 0.45% | +18.7% |
| Q1 2022 | $4,846,000 | +14.1% | 99,997 | +18.7% | 0.38% | +19.6% |
| Q4 2021 | $4,247,000 | +12.9% | 84,215 | +14.3% | 0.32% | +2.9% |
| Q3 2021 | $3,762,000 | +12.5% | 73,659 | +13.0% | 0.31% | +11.2% |
| Q2 2021 | $3,344,000 | +19.9% | 65,204 | +19.9% | 0.28% | +15.9% |
| Q1 2021 | $2,790,000 | – | 54,399 | – | 0.24% | – |
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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% |