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 | $471,360 | -1.0% | 10,163 | +7.1% | 0.08% | -56.6% |
| Q1 2017 | $476,000 | -11.4% | 9,488 | -11.6% | 0.18% | -17.8% |
| Q4 2016 | $537,000 | -40.9% | 10,733 | -40.1% | 0.21% | -42.9% |
| Q3 2016 | $908,000 | -7.5% | 17,927 | +85.4% | 0.37% | -14.6% |
| Q2 2016 | $982,000 | +3.9% | 9,668 | +2.9% | 0.44% | -1.6% |
| Q1 2016 | $945,000 | +34.6% | 9,391 | +32.8% | 0.44% | +11.8% |
| Q4 2015 | $702,000 | – | 7,073 | – | 0.40% | – |
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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% |