ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 157 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $223,000 | -13.6% | 4,845 | -10.9% | 0.03% | -10.3% |
Q2 2022 | $258,000 | -13.1% | 5,435 | -11.2% | 0.03% | 0.0% |
Q1 2022 | $297,000 | -0.7% | 6,120 | +3.4% | 0.03% | +3.6% |
Q4 2021 | $299,000 | +11.6% | 5,920 | +13.2% | 0.03% | -3.4% |
Q3 2021 | $268,000 | 0.0% | 5,230 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $268,000 | +712.1% | 5,230 | +694.8% | 0.03% | +625.0% |
Q3 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -28.6% |
Q1 2020 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | +16.7% |
Q4 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $33,000 | 0.0% | 658 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $33,000 | -21.4% | 658 | -23.3% | 0.01% | -22.2% |
Q1 2019 | $42,000 | -8.7% | 858 | -10.4% | 0.01% | -18.2% |
Q4 2018 | $46,000 | -2.1% | 958 | 0.0% | 0.01% | +22.2% |
Q3 2018 | $47,000 | 0.0% | 958 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $47,000 | – | 958 | – | 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% |