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 | $11,995,320 | -41.1% | 258,629 | -40.8% | 0.02% | -51.4% |
| Q2 2023 | $20,378,279 | -25.2% | 437,031 | -24.3% | 0.04% | -27.5% |
| Q1 2023 | $27,234,349 | -13.7% | 577,567 | -15.0% | 0.05% | -20.3% |
| Q4 2022 | $31,550,279 | +2.6% | 679,364 | +1.9% | 0.06% | -8.6% |
| Q3 2022 | $30,743,000 | -33.9% | 666,886 | -32.0% | 0.07% | -32.0% |
| Q2 2022 | $46,484,000 | +25.2% | 980,543 | +10.1% | 0.10% | +43.1% |
| Q1 2022 | $37,142,000 | -21.9% | 890,575 | -5.6% | 0.07% | -20.0% |
| Q4 2021 | $47,583,000 | +27.2% | 943,809 | +28.8% | 0.09% | +15.4% |
| Q3 2021 | $37,417,000 | +28.1% | 732,690 | +28.6% | 0.08% | +23.8% |
| Q2 2021 | $29,209,000 | -3.9% | 569,788 | -3.8% | 0.06% | -13.7% |
| Q1 2021 | $30,391,000 | -5.0% | 592,595 | -4.4% | 0.07% | -14.1% |
| Q4 2020 | $31,998,000 | -13.2% | 619,651 | -13.4% | 0.08% | -22.7% |
| Q3 2020 | $36,884,000 | -10.5% | 715,585 | -10.6% | 0.11% | -20.3% |
| Q2 2020 | $41,221,000 | -52.3% | 800,856 | -53.2% | 0.14% | -61.0% |
| Q1 2020 | $86,424,000 | – | 1,712,875 | – | 0.35% | – |
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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% |