ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,636 | -62.4% | 6,547 | -62.2% | 0.06% | -61.5% |
Q2 2023 | $806,765 | +27.8% | 17,298 | +29.2% | 0.16% | +19.1% |
Q1 2023 | $631,203 | +9.9% | 13,386 | +8.3% | 0.13% | -0.8% |
Q4 2022 | $574,154 | +7.1% | 12,363 | +6.3% | 0.13% | +3.9% |
Q3 2022 | $536,000 | +14.5% | 11,626 | +18.7% | 0.13% | +29.6% |
Q2 2022 | $468,000 | +7.8% | 9,798 | +9.4% | 0.10% | +8.9% |
Q1 2022 | $434,000 | -2.3% | 8,958 | -0.6% | 0.09% | -3.2% |
Q4 2021 | $444,000 | -72.9% | 9,013 | -71.9% | 0.09% | -74.9% |
Q3 2021 | $1,640,000 | -17.3% | 32,109 | -16.9% | 0.37% | -18.3% |
Q2 2021 | $1,983,000 | -13.6% | 38,660 | -13.5% | 0.45% | -17.9% |
Q1 2021 | $2,294,000 | -18.2% | 44,691 | -17.8% | 0.55% | -22.1% |
Q4 2020 | $2,804,000 | +1254.6% | 54,369 | +1250.8% | 0.71% | +900.0% |
Q3 2020 | $207,000 | 0.0% | 4,025 | 0.0% | 0.07% | -1.4% |
Q2 2020 | $207,000 | -45.5% | 4,025 | -46.5% | 0.07% | -55.8% |
Q3 2019 | $380,000 | -39.1% | 7,522 | -39.0% | 0.16% | -40.7% |
Q2 2019 | $624,000 | – | 12,340 | – | 0.28% | – |
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% |