ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $501,000 | -3.3% | 10,860 | -0.6% | 0.08% | +1.3% |
| Q2 2022 | $518,000 | -1.3% | 10,927 | +0.9% | 0.08% | +9.9% |
| Q1 2022 | $525,000 | -9.3% | 10,834 | -5.6% | 0.07% | -7.8% |
| Q4 2021 | $579,000 | -12.1% | 11,477 | -11.1% | 0.08% | -21.4% |
| Q3 2021 | $659,000 | +195.5% | 12,906 | +197.8% | 0.10% | +81.5% |
| Q3 2020 | $223,000 | 0.0% | 4,334 | -0.1% | 0.05% | -27.0% |
| Q2 2020 | $223,000 | +3.7% | 4,340 | +3.0% | 0.07% | -2.6% |
| Q1 2020 | $215,000 | +1.4% | 4,213 | +0.6% | 0.08% | +20.6% |
| Q4 2019 | $212,000 | -15.5% | 4,186 | -15.9% | 0.06% | -29.2% |
| Q3 2019 | $251,000 | +0.4% | 4,976 | +0.2% | 0.09% | -7.3% |
| Q2 2019 | $250,000 | +1.2% | 4,966 | +0.2% | 0.10% | -4.0% |
| Q1 2019 | $247,000 | +2.1% | 4,954 | +0.5% | 0.10% | -15.3% |
| Q4 2018 | $242,000 | 0.0% | 4,930 | -0.4% | 0.12% | +73.5% |
| Q3 2018 | $242,000 | +1.7% | 4,949 | +2.0% | 0.07% | -6.8% |
| Q2 2018 | $238,000 | 0.0% | 4,854 | +0.6% | 0.07% | -12.0% |
| Q1 2018 | $238,000 | -0.4% | 4,823 | +0.4% | 0.08% | -3.5% |
| Q4 2017 | $239,000 | -0.4% | 4,805 | +0.6% | 0.09% | -9.5% |
| Q3 2017 | $240,000 | +0.4% | 4,774 | +0.5% | 0.10% | -6.9% |
| Q2 2017 | $239,000 | -12.1% | 4,748 | -12.4% | 0.10% | -16.4% |
| Q1 2017 | $272,000 | -7.8% | 5,417 | -8.3% | 0.12% | -11.6% |
| Q4 2016 | $295,000 | -1.0% | 5,909 | +0.6% | 0.14% | -8.0% |
| Q3 2016 | $298,000 | +0.3% | 5,874 | +101.0% | 0.15% | -1.3% |
| Q2 2016 | $297,000 | – | 2,923 | – | 0.15% | – |
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% |