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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,320,505 | -40.5% | 28,004 | -41.4% | 0.02% | -45.7% |
| Q4 2022 | $2,220,225 | +10.5% | 47,808 | +15.3% | 0.05% | +31.4% |
| Q1 2022 | $2,009,000 | -93.0% | 41,451 | -92.9% | 0.04% | -97.2% |
| Q4 2018 | $28,637,000 | +2.5% | 583,711 | +2.4% | 1.27% | +14.9% |
| Q3 2018 | $27,942,000 | +0.8% | 570,236 | +1.0% | 1.10% | -9.4% |
| Q2 2018 | $27,716,000 | +0.9% | 564,708 | +1.4% | 1.22% | -8.1% |
| Q1 2018 | $27,470,000 | +112.3% | 556,641 | +328.2% | 1.32% | -6.8% |
| Q4 2015 | $12,940,000 | – | 130,002 | – | 1.42% | – |
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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% |