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 | $225,588 | -25.6% | 4,864 | -25.2% | 0.03% | -17.6% |
| Q2 2023 | $303,204 | -10.7% | 6,501 | -9.7% | 0.03% | -10.5% |
| Q1 2023 | $339,486 | -13.9% | 7,199 | -15.3% | 0.04% | -13.6% |
| Q4 2022 | $394,502 | -99.9% | 8,495 | +1.8% | 0.04% | 0.0% |
| Q3 2022 | $384,634,000 | -6.2% | 8,343 | -3.6% | 0.04% | 0.0% |
| Q2 2022 | $410,256,000 | +74356.6% | 8,655 | -23.9% | 0.04% | -10.2% |
| Q1 2022 | $551,000 | -1.1% | 11,367 | +2.9% | 0.05% | +19.5% |
| Q4 2021 | $557,000 | -2.1% | 11,043 | -1.0% | 0.04% | -4.7% |
| Q3 2021 | $569,000 | +28.2% | 11,150 | +28.9% | 0.04% | +30.3% |
| Q2 2021 | $444,000 | -24.1% | 8,650 | -24.2% | 0.03% | -26.7% |
| Q1 2021 | $585,000 | -86.3% | 11,408 | -86.6% | 0.04% | -83.1% |
| Q4 2016 | $4,261,000 | +18.6% | 85,229 | +20.1% | 0.27% | +16.1% |
| Q3 2016 | $3,593,000 | +8.1% | 70,947 | +116.7% | 0.23% | +1.3% |
| Q2 2016 | $3,325,000 | +26.3% | 32,739 | +25.1% | 0.23% | +18.8% |
| Q1 2016 | $2,633,000 | +112.3% | 26,166 | +109.5% | 0.19% | +103.2% |
| Q4 2015 | $1,240,000 | – | 12,491 | – | 0.09% | – |
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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% |