ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,934,502 | +13.1% | 84,832 | +13.7% | 1.37% | +8.5% |
| Q2 2023 | $3,479,469 | -1.9% | 74,603 | -0.8% | 1.26% | +5.3% |
| Q1 2023 | $3,546,370 | -33.6% | 75,207 | -34.6% | 1.20% | -37.0% |
| Q4 2022 | $5,338,618 | +1.3% | 114,957 | +0.5% | 1.90% | -22.2% |
| Q3 2022 | $5,272,000 | +31.5% | 114,355 | +35.2% | 2.45% | +35.0% |
| Q2 2022 | $4,009,000 | +237.5% | 84,576 | +245.0% | 1.81% | +347.4% |
| Q1 2022 | $1,188,000 | +338.4% | 24,514 | +343.9% | 0.40% | +136.8% |
| Q4 2018 | $271,000 | – | 5,522 | – | 0.17% | – |
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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% |