ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,166 | -61.9% | 1,060 | -60.7% | 0.00% | -33.3% |
| Q2 2023 | $129,076 | +51.9% | 2,696 | +55.7% | 0.00% | -25.0% |
| Q1 2023 | $84,956 | +34718.0% | 1,731 | -64.1% | 0.00% | -42.9% |
| Q4 2022 | $244 | -99.9% | 4,822 | -22.7% | 0.01% | -12.5% |
| Q3 2022 | $314,000 | +1.3% | 6,236 | +1.4% | 0.01% | -20.0% |
| Q2 2022 | $310,000 | -41.1% | 6,151 | -41.0% | 0.01% | +42.9% |
| Q1 2022 | $526,000 | +138.0% | 10,429 | +143.8% | 0.01% | +75.0% |
| Q4 2021 | $221,000 | -4.7% | 4,278 | -2.9% | 0.00% | -20.0% |
| Q3 2021 | $232,000 | -31.8% | 4,408 | -32.7% | 0.01% | -28.6% |
| Q2 2021 | $340,000 | -6.1% | 6,552 | -6.4% | 0.01% | 0.0% |
| Q1 2021 | $362,000 | +3.1% | 6,999 | +3.1% | 0.01% | -50.0% |
| Q4 2020 | $351,000 | 0.0% | 6,789 | +0.4% | 0.01% | -33.3% |
| Q3 2020 | $351,000 | +43.9% | 6,761 | +43.7% | 0.02% | +10.5% |
| Q2 2020 | $244,000 | +17.3% | 4,705 | +13.6% | 0.02% | -9.5% |
| Q1 2020 | $208,000 | +6.1% | 4,143 | +7.9% | 0.02% | +40.0% |
| Q4 2019 | $196,000 | +32.4% | 3,838 | +31.2% | 0.02% | +50.0% |
| Q3 2019 | $148,000 | +3600.0% | 2,925 | +3852.7% | 0.01% | +900.0% |
| Q1 2019 | $4,000 | -97.5% | 74 | -97.8% | 0.00% | -90.0% |
| Q4 2018 | $163,000 | -18.1% | 3,325 | -18.1% | 0.01% | +25.0% |
| Q3 2018 | $199,000 | +28.4% | 4,058 | +28.8% | 0.01% | +14.3% |
| Q2 2018 | $155,000 | -29.2% | 3,150 | -28.2% | 0.01% | -30.0% |
| Q1 2018 | $219,000 | 0.0% | 4,390 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $219,000 | -0.9% | 4,390 | 0.0% | 0.01% | +11.1% |
| Q3 2017 | $221,000 | 0.0% | 4,390 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $221,000 | +1.4% | 4,390 | +0.8% | 0.01% | 0.0% |
| Q1 2017 | $218,000 | +3.8% | 4,354 | +3.6% | 0.01% | -10.0% |
| Q4 2016 | $210,000 | +337.5% | 4,204 | +347.2% | 0.01% | +400.0% |
| Q3 2016 | $48,000 | +242.9% | 940 | +562.0% | 0.00% | +100.0% |
| Q2 2016 | $14,000 | +250.0% | 142 | +91.9% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | -88.2% | 74 | -78.4% | 0.00% | -50.0% |
| Q4 2015 | $34,000 | – | 342 | – | 0.00% | – |
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% |