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 | $2,386,417 | -27.6% | 51,454 | -27.2% | 1.37% | -23.1% |
| Q2 2023 | $3,294,832 | +16.6% | 70,644 | +17.8% | 1.78% | +4.5% |
| Q1 2023 | $2,826,919 | +20.8% | 59,950 | +18.9% | 1.70% | +15.3% |
| Q4 2022 | $2,340,825 | +3.4% | 50,405 | +2.7% | 1.48% | -10.9% |
| Q3 2022 | $2,263,000 | +5.6% | 49,091 | +8.5% | 1.66% | +9.9% |
| Q2 2022 | $2,144,000 | -12.3% | 45,243 | -10.3% | 1.51% | +2.0% |
| Q1 2022 | $2,445,000 | -1.3% | 50,446 | +2.8% | 1.48% | -0.3% |
| Q4 2021 | $2,476,000 | +4.8% | 49,089 | +6.1% | 1.49% | -3.3% |
| Q3 2021 | $2,363,000 | +14.9% | 46,279 | +15.4% | 1.54% | +15.3% |
| Q2 2021 | $2,057,000 | -11.1% | 40,100 | -11.1% | 1.33% | -14.2% |
| Q1 2021 | $2,314,000 | +20.3% | 45,119 | +21.1% | 1.55% | +7.5% |
| Q4 2020 | $1,924,000 | +11.4% | 37,254 | +11.2% | 1.44% | -6.2% |
| Q3 2020 | $1,727,000 | +4.5% | 33,494 | +4.3% | 1.54% | -11.0% |
| Q2 2020 | $1,653,000 | +162.8% | 32,123 | +157.5% | 1.73% | +105.7% |
| Q1 2020 | $629,000 | +38.2% | 12,473 | +37.9% | 0.84% | +120.4% |
| Q4 2019 | $455,000 | – | 9,043 | – | 0.38% | – |
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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% |