ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $867,399 | +108.4% | 18,702 | +109.6% | 0.03% | +92.9% |
| Q2 2023 | $416,215 | -44.3% | 8,924 | -43.7% | 0.01% | -53.3% |
| Q1 2023 | $747,116 | +1.9% | 15,844 | +0.3% | 0.03% | -18.9% |
| Q4 2022 | $733,435 | +21.8% | 15,793 | +20.9% | 0.04% | +5.7% |
| Q3 2022 | $602,000 | +18.7% | 13,066 | +22.2% | 0.04% | +20.7% |
| Q2 2022 | $507,000 | -85.0% | 10,696 | -84.7% | 0.03% | -82.7% |
| Q1 2022 | $3,378,000 | -34.2% | 69,705 | -31.5% | 0.17% | -31.7% |
| Q4 2021 | $5,133,000 | -7.9% | 101,794 | -6.7% | 0.25% | -20.9% |
| Q3 2021 | $5,573,000 | +192.2% | 109,121 | +193.5% | 0.31% | +168.1% |
| Q2 2021 | $1,907,000 | +13.4% | 37,177 | +13.5% | 0.12% | -0.9% |
| Q1 2021 | $1,681,000 | -8.7% | 32,766 | -8.1% | 0.12% | -14.0% |
| Q4 2020 | $1,841,000 | -99.9% | 35,651 | +20.2% | 0.14% | +2.3% |
| Q3 2020 | $1,529,000,000 | – | 29,663 | – | 0.13% | – |
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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% |