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 | $6,227,992 | -0.3% | 134,282 | +0.3% | 0.29% | -9.3% |
| Q2 2023 | $6,245,486 | +157.2% | 133,908 | +160.0% | 0.32% | +128.2% |
| Q1 2023 | $2,428,486 | +9.0% | 51,500 | +7.3% | 0.14% | -6.6% |
| Q4 2022 | $2,228,386 | +46.8% | 47,984 | +45.7% | 0.15% | +31.0% |
| Q3 2022 | $1,518,000 | -19.1% | 32,929 | -16.9% | 0.12% | -19.4% |
| Q2 2022 | $1,877,000 | -33.2% | 39,605 | -28.0% | 0.14% | -31.8% |
| Q3 2021 | $2,808,000 | -12.6% | 54,978 | -12.2% | 0.21% | -17.3% |
| Q2 2021 | $3,213,000 | +4.9% | 62,646 | +4.9% | 0.26% | -10.2% |
| Q1 2021 | $3,064,000 | +50.8% | 59,747 | +51.8% | 0.28% | +49.5% |
| Q4 2020 | $2,032,000 | +68.2% | 39,358 | +67.9% | 0.19% | +38.7% |
| Q3 2020 | $1,208,000 | +84.4% | 23,437 | +84.1% | 0.14% | +55.7% |
| Q2 2020 | $655,000 | – | 12,730 | – | 0.09% | – |
Download | ||||||
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% |