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 | $13,672,036 | -0.5% | 294,783 | +0.1% | 3.11% | +1.1% |
| Q2 2023 | $13,735,620 | -40.0% | 294,503 | -39.4% | 3.07% | -42.9% |
| Q1 2023 | $22,903,044 | -20.8% | 485,697 | -22.0% | 5.38% | -28.2% |
| Q4 2022 | $28,900,076 | -5.2% | 622,310 | -5.9% | 7.49% | -8.8% |
| Q3 2022 | $30,486,000 | -1.8% | 661,291 | +1.0% | 8.22% | +13.3% |
| Q2 2022 | $31,046,000 | +1.6% | 654,981 | +3.8% | 7.25% | +16.2% |
| Q1 2022 | $30,571,000 | -2.8% | 630,855 | +1.1% | 6.24% | -2.6% |
| Q4 2021 | $31,464,000 | +15.9% | 623,910 | +17.4% | 6.40% | +8.6% |
| Q3 2021 | $27,142,000 | +18.3% | 531,459 | +18.8% | 5.90% | +13.8% |
| Q2 2021 | $22,951,000 | +11.5% | 447,473 | +11.5% | 5.18% | +3.7% |
| Q1 2021 | $20,583,000 | -0.3% | 401,311 | +0.4% | 5.00% | -3.7% |
| Q4 2020 | $20,643,000 | +14.5% | 399,739 | +14.3% | 5.20% | +2.5% |
| Q3 2020 | $18,034,000 | +1.4% | 349,830 | +1.2% | 5.07% | -9.6% |
| Q2 2020 | $17,786,000 | -6.1% | 345,551 | -7.9% | 5.61% | -43.9% |
| Q1 2020 | $18,943,000 | -18.3% | 375,101 | -18.5% | 10.01% | -6.0% |
| Q4 2019 | $23,186,000 | – | 460,030 | – | 10.65% | – |
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% |