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 2022 | $200,000 | -14.9% | 4,331 | -12.6% | 0.03% | -6.1% |
| Q2 2022 | $235,000 | -2.5% | 4,954 | -0.4% | 0.03% | 0.0% |
| Q1 2022 | $241,000 | -31.5% | 4,973 | -28.8% | 0.03% | -23.3% |
| Q4 2021 | $352,000 | -97.9% | 6,981 | -97.9% | 0.04% | -98.0% |
| Q3 2021 | $16,704,000 | -1.6% | 327,079 | -1.1% | 2.20% | -1.3% |
| Q2 2021 | $16,971,000 | +2.4% | 330,883 | +2.4% | 2.23% | -2.9% |
| Q1 2021 | $16,579,000 | +75.2% | 323,243 | +76.4% | 2.30% | +63.1% |
| Q4 2020 | $9,464,000 | +6.7% | 183,261 | +6.5% | 1.41% | -1.7% |
| Q3 2020 | $8,873,000 | +37.6% | 172,125 | +37.4% | 1.43% | +25.2% |
| Q2 2020 | $6,449,000 | +19.3% | 125,293 | +17.0% | 1.14% | -0.8% |
| Q1 2020 | $5,406,000 | +105.1% | 107,053 | +104.7% | 1.15% | +157.9% |
| Q4 2019 | $2,636,000 | +75.1% | 52,299 | +75.5% | 0.45% | +62.0% |
| Q3 2019 | $1,505,000 | +238.2% | 29,800 | +237.8% | 0.28% | +224.7% |
| Q2 2019 | $445,000 | – | 8,822 | – | 0.08% | – |
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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% |