ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883 | -7.1% | 40,599 | -6.6% | 0.01% | 0.0% |
| Q2 2023 | $2,027 | -1.2% | 43,462 | -0.1% | 0.01% | -14.3% |
| Q1 2023 | $2,051 | +0.6% | 43,500 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $2,038 | -99.9% | 43,886 | +10.3% | 0.01% | 0.0% |
| Q3 2022 | $1,885,000 | 0.0% | 39,774 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,885,000 | +32.9% | 39,774 | +35.9% | 0.01% | +40.0% |
| Q1 2022 | $1,418,000 | -0.8% | 29,265 | +3.2% | 0.01% | +25.0% |
| Q4 2021 | $1,430,000 | +312.1% | 28,359 | +318.0% | 0.00% | +300.0% |
| Q3 2021 | $347,000 | -1.4% | 6,785 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $352,000 | +35.4% | 6,867 | +35.3% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -1.5% | 5,075 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $264,000 | +5.6% | 5,136 | +3.7% | 0.00% | -50.0% |
| Q1 2020 | $250,000 | – | 4,955 | – | 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% |