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 | $4,650 | +16.2% | 100 | +19.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 84 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -90.7% | 84 | -90.2% | 0.00% | -100.0% |
| Q4 2021 | $43,000 | +760.0% | 858 | +842.9% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | -96.2% | 91 | -96.5% | 0.00% | -100.0% |
| Q1 2021 | $133,000 | +27.9% | 2,598 | +28.9% | 0.01% | 0.0% |
| Q4 2020 | $104,000 | 0.0% | 2,016 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $104,000 | -4.6% | 2,014 | -5.1% | 0.01% | -14.3% |
| Q2 2020 | $109,000 | -18.0% | 2,122 | -19.8% | 0.01% | -36.4% |
| Q1 2020 | $133,000 | 0.0% | 2,647 | +0.1% | 0.01% | +10.0% |
| Q4 2019 | $133,000 | 0.0% | 2,645 | +0.1% | 0.01% | -9.1% |
| Q3 2019 | $133,000 | +54.7% | 2,642 | +55.8% | 0.01% | +37.5% |
| Q2 2019 | $86,000 | +177.4% | 1,696 | +174.0% | 0.01% | +166.7% |
| Q1 2019 | $31,000 | +3.3% | 619 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $30,000 | +15.4% | 619 | +15.7% | 0.00% | +33.3% |
| Q3 2018 | $26,000 | +44.4% | 535 | +39.3% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | 0.0% | 384 | +4.1% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | +20.0% | 369 | +19.0% | 0.00% | +50.0% |
| Q4 2017 | $15,000 | 0.0% | 310 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $15,000 | -6.2% | 310 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | -50.0% | 310 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $32,000 | +100.0% | 620 | +100.0% | 0.00% | -25.0% |
| Q4 2016 | $16,000 | – | 310 | – | 0.00% | – |
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% |