ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565 | -2.8% | 12,185 | -2.2% | 0.04% | 0.0% |
| Q2 2023 | $581 | -6.7% | 12,460 | -5.6% | 0.04% | -20.8% |
| Q1 2023 | $623 | -90.7% | 13,202 | -90.9% | 0.05% | -91.5% |
| Q4 2022 | $6,705 | -99.9% | 144,374 | +9.3% | 0.57% | +0.5% |
| Q3 2022 | $6,088,000 | -32.2% | 132,058 | -30.3% | 0.56% | -28.8% |
| Q2 2022 | $8,983,000 | -52.8% | 189,506 | -51.8% | 0.79% | -43.6% |
| Q1 2022 | $19,041,000 | -16.9% | 392,931 | -13.5% | 1.40% | -4.6% |
| Q4 2021 | $22,913,000 | -24.5% | 454,358 | -23.5% | 1.47% | -35.3% |
| Q3 2021 | $30,343,000 | +208.2% | 594,137 | +209.5% | 2.27% | +286.1% |
| Q2 2021 | $9,844,000 | -13.5% | 191,948 | -13.5% | 0.59% | -19.3% |
| Q1 2021 | $11,384,000 | – | 221,951 | – | 0.73% | – |
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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% |