ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,365,280 | -3.1% | 266,608 | -2.6% | 0.38% | -1.8% |
| Q2 2023 | $12,763,342 | -66.9% | 273,657 | -66.5% | 0.39% | -68.9% |
| Q1 2023 | $38,514,916 | +23.7% | 816,773 | +21.8% | 1.25% | +16.7% |
| Q4 2022 | $31,144,955 | +173.2% | 670,649 | +171.2% | 1.07% | +100.9% |
| Q3 2022 | $11,401,000 | -3.0% | 247,309 | -0.3% | 0.53% | -3.8% |
| Q2 2022 | $11,757,000 | +0.8% | 248,045 | +3.0% | 0.55% | +11.0% |
| Q1 2022 | $11,666,000 | -0.4% | 240,727 | +3.6% | 0.50% | +9.0% |
| Q4 2021 | $11,716,000 | +5.5% | 232,329 | +6.8% | 0.46% | -14.6% |
| Q3 2021 | $11,108,000 | – | 217,511 | – | 0.54% | – |
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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% |