ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,597,198 | -4.1% | 55,998 | -3.3% | 0.02% | -4.2% |
| Q2 2023 | $2,707,372 | -74.9% | 57,933 | -74.7% | 0.02% | -76.7% |
| Q1 2023 | $10,791,909 | +3.6% | 228,861 | -2.2% | 0.10% | -80.3% |
| Q4 2022 | $10,414,662 | +0.9% | 234,014 | +4.5% | 0.52% | +340.3% |
| Q3 2022 | $10,326,000 | +23.8% | 223,998 | +27.3% | 0.12% | +60.8% |
| Q2 2022 | $8,338,000 | +170.3% | 175,908 | +176.3% | 0.07% | +208.3% |
| Q1 2022 | $3,085,000 | +427.4% | 63,676 | +449.0% | 0.02% | +500.0% |
| Q4 2021 | $585,000 | -1.3% | 11,598 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $593,000 | -4.5% | 11,615 | -4.1% | 0.00% | -20.0% |
| Q2 2021 | $621,000 | +11.3% | 12,107 | +11.3% | 0.01% | 0.0% |
| Q1 2021 | $558,000 | -75.5% | 10,876 | -75.4% | 0.01% | -79.2% |
| Q4 2020 | $2,282,000 | -74.9% | 44,182 | -74.9% | 0.02% | -79.7% |
| Q3 2020 | $9,084,000 | +9.7% | 176,343 | +9.6% | 0.12% | +2.6% |
| Q2 2020 | $8,280,000 | +217.2% | 160,862 | +211.2% | 0.12% | +139.6% |
| Q1 2020 | $2,610,000 | +219.5% | 51,689 | +218.8% | 0.05% | +269.2% |
| Q4 2019 | $817,000 | -21.1% | 16,212 | -21.1% | 0.01% | -18.8% |
| Q3 2019 | $1,036,000 | +61.1% | 20,539 | +61.0% | 0.02% | +33.3% |
| Q2 2019 | $643,000 | -0.8% | 12,755 | -1.8% | 0.01% | -7.7% |
| Q1 2019 | $648,000 | -2.4% | 12,991 | -4.1% | 0.01% | -18.8% |
| Q4 2018 | $664,000 | -1.6% | 13,544 | -1.7% | 0.02% | +14.3% |
| Q3 2018 | $675,000 | +115.0% | 13,781 | +114.9% | 0.01% | +180.0% |
| Q2 2018 | $314,000 | -39.1% | 6,413 | -38.6% | 0.01% | -75.0% |
| Q1 2018 | $516,000 | +42.1% | 10,451 | +43.1% | 0.02% | +33.3% |
| Q4 2017 | $363,000 | -43.5% | 7,305 | -43.0% | 0.02% | -6.2% |
| Q3 2017 | $643,000 | +19.1% | 12,820 | +18.9% | 0.02% | +6.7% |
| Q2 2017 | $540,000 | +50.8% | 10,781 | +51.1% | 0.02% | +50.0% |
| Q1 2017 | $358,000 | +517.2% | 7,137 | +1130.5% | 0.01% | +150.0% |
| Q3 2014 | $58,000 | – | 580 | – | 0.00% | – |
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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% |