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 | $288,576 | +0.0% | 6,222 | +0.6% | 0.02% | +5.3% |
| Q2 2023 | $288,562 | +2.3% | 6,187 | +3.4% | 0.02% | 0.0% |
| Q1 2023 | $282,081 | +4.3% | 5,982 | +2.7% | 0.02% | 0.0% |
| Q4 2022 | $270,374 | +4.0% | 5,822 | +3.3% | 0.02% | 0.0% |
| Q3 2022 | $260,000 | -8.5% | 5,636 | -6.0% | 0.02% | -9.5% |
| Q2 2022 | $284,000 | -5.3% | 5,997 | -3.2% | 0.02% | +5.0% |
| Q1 2022 | $300,000 | -23.5% | 6,198 | -20.3% | 0.02% | -35.5% |
| Q4 2021 | $392,000 | -61.6% | 7,776 | -61.1% | 0.03% | -65.2% |
| Q3 2021 | $1,020,000 | -15.9% | 19,974 | -15.5% | 0.09% | -17.6% |
| Q2 2021 | $1,213,000 | -2.6% | 23,645 | -2.6% | 0.11% | -12.9% |
| Q1 2021 | $1,245,000 | +1.3% | 24,272 | +2.0% | 0.12% | -13.3% |
| Q4 2020 | $1,229,000 | +77.9% | 23,797 | +77.5% | 0.14% | +55.4% |
| Q3 2020 | $691,000 | +49.2% | 13,409 | +49.1% | 0.09% | +37.3% |
| Q2 2020 | $463,000 | -26.7% | 8,993 | -28.1% | 0.07% | -33.0% |
| Q1 2020 | $632,000 | -67.6% | 12,508 | -67.7% | 0.10% | -60.9% |
| Q4 2019 | $1,951,000 | +24.1% | 38,706 | +24.3% | 0.26% | +8.5% |
| Q3 2019 | $1,572,000 | +16.2% | 31,144 | +16.1% | 0.24% | +10.8% |
| Q2 2019 | $1,353,000 | +7.2% | 26,820 | +6.0% | 0.21% | -25.3% |
| Q1 2019 | $1,262,000 | +16.5% | 25,305 | +14.6% | 0.28% | -8.7% |
| Q4 2018 | $1,083,000 | +46.0% | 22,073 | +45.8% | 0.31% | +60.8% |
| Q3 2018 | $742,000 | +46.4% | 15,142 | +46.6% | 0.19% | +36.6% |
| Q2 2018 | $507,000 | +33.8% | 10,332 | +36.7% | 0.14% | +125.4% |
| Q1 2018 | $379,000 | +35.4% | 7,559 | +35.6% | 0.06% | -33.7% |
| Q2 2017 | $280,000 | -26.1% | 5,575 | -26.2% | 0.10% | -32.1% |
| Q1 2017 | $379,000 | +2.2% | 7,559 | +1.7% | 0.14% | -10.3% |
| Q4 2016 | $371,000 | -8.6% | 7,429 | -7.4% | 0.16% | +5.4% |
| Q3 2016 | $406,000 | -5.1% | 8,024 | +90.4% | 0.15% | -7.5% |
| Q2 2016 | $428,000 | +30.1% | 4,215 | +28.7% | 0.16% | +19.4% |
| Q1 2016 | $329,000 | – | 3,274 | – | 0.13% | – |
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% |