ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $295,232 | -48.9% | 6,330 | -48.3% | 0.03% | -49.3% |
| Q1 2023 | $577,405 | +1.4% | 12,245 | -0.1% | 0.07% | +1.5% |
| Q4 2022 | $569,244 | -6.2% | 12,258 | -7.0% | 0.07% | -14.3% |
| Q3 2022 | $607,000 | -5.5% | 13,174 | -2.7% | 0.08% | -1.3% |
| Q2 2022 | $642,000 | -5.9% | 13,541 | -3.8% | 0.08% | +5.4% |
| Q1 2022 | $682,000 | -7.0% | 14,081 | -3.1% | 0.07% | +1.4% |
| Q4 2021 | $733,000 | -4.8% | 14,531 | -3.7% | 0.07% | -52.3% |
| Q3 2021 | $770,000 | -1.4% | 15,083 | -1.0% | 0.15% | -0.6% |
| Q2 2021 | $781,000 | -0.3% | 15,231 | -0.2% | 0.15% | -6.7% |
| Q1 2021 | $783,000 | -1.3% | 15,258 | -0.6% | 0.16% | -6.8% |
| Q4 2020 | $793,000 | -1.9% | 15,347 | -2.1% | 0.18% | -12.8% |
| Q3 2020 | $808,000 | -1.5% | 15,670 | -1.7% | 0.20% | -8.1% |
| Q2 2020 | $820,000 | -3.5% | 15,937 | -5.3% | 0.22% | -16.0% |
| Q1 2020 | $850,000 | -7.3% | 16,837 | -7.5% | 0.26% | +11.0% |
| Q4 2019 | $917,000 | -15.9% | 18,199 | -15.7% | 0.24% | -23.1% |
| Q3 2019 | $1,090,000 | +13.8% | 21,583 | +13.6% | 0.31% | +11.2% |
| Q2 2019 | $958,000 | +22.3% | 19,004 | +21.1% | 0.28% | +14.9% |
| Q1 2019 | $783,000 | +27.7% | 15,697 | +25.7% | 0.24% | +14.8% |
| Q4 2018 | $613,000 | +24.1% | 12,486 | +23.9% | 0.21% | +33.8% |
| Q3 2018 | $494,000 | +117.6% | 10,074 | +118.0% | 0.16% | +101.3% |
| Q2 2018 | $227,000 | – | 4,622 | – | 0.08% | – |
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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% |