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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,709,978 | -7.4% | 36,869 | -6.9% | 0.02% | -6.2% |
| Q2 2023 | $1,846,830 | -29.3% | 39,598 | -28.5% | 0.02% | -30.4% |
| Q1 2023 | $2,611,587 | +10.2% | 55,383 | +8.6% | 0.02% | +4.5% |
| Q4 2022 | $2,368,938 | +86.5% | 51,011 | +85.1% | 0.02% | -12.0% |
| Q3 2022 | $1,270,000 | -50.0% | 27,552 | -48.6% | 0.02% | -37.5% |
| Q2 2022 | $2,542,000 | +254.0% | 53,637 | +262.1% | 0.04% | +300.0% |
| Q1 2022 | $718,000 | -3.0% | 14,814 | +1.0% | 0.01% | -9.1% |
| Q4 2021 | $740,000 | +15.4% | 14,674 | +16.9% | 0.01% | +10.0% |
| Q3 2021 | $641,000 | +0.2% | 12,555 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $640,000 | +1.3% | 12,476 | +1.3% | 0.01% | -16.7% |
| Q1 2021 | $632,000 | +73.6% | 12,313 | +74.7% | 0.01% | +71.4% |
| Q4 2020 | $364,000 | – | 7,047 | – | 0.01% | – |
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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% |