ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,906 | -0.5% | 684 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $32,077 | -13.4% | 680 | -14.7% | 0.00% | -20.0% |
| Q4 2022 | $37,026 | +0.1% | 797 | +0.6% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | 0.0% | 792 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -2.6% | 789 | +0.4% | 0.01% | +25.0% |
| Q1 2022 | $38,000 | -87.0% | 786 | -86.4% | 0.00% | -87.1% |
| Q4 2021 | $292,000 | -1.4% | 5,784 | -0.4% | 0.03% | -6.1% |
| Q3 2021 | $296,000 | -2.3% | 5,805 | -1.6% | 0.03% | -2.9% |
| Q2 2021 | $303,000 | 0.0% | 5,902 | +0.1% | 0.03% | -5.6% |
| Q1 2021 | $303,000 | -0.7% | 5,899 | +0.0% | 0.04% | -16.3% |
| Q4 2020 | $305,000 | +0.3% | 5,897 | +0.1% | 0.04% | -12.2% |
| Q3 2020 | $304,000 | +0.3% | 5,893 | +0.1% | 0.05% | -7.5% |
| Q2 2020 | $303,000 | +2.0% | 5,890 | +0.1% | 0.05% | -11.7% |
| Q1 2020 | $297,000 | +1880.0% | 5,886 | +1862.0% | 0.06% | +1400.0% |
| Q4 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | -6.2% | 300 | -6.2% | 0.00% | -33.3% |
| Q4 2018 | $16,000 | -65.2% | 320 | -66.1% | 0.01% | -60.0% |
| Q3 2018 | $46,000 | -42.5% | 944 | -42.3% | 0.02% | -44.4% |
| Q2 2018 | $80,000 | -27.9% | 1,637 | -27.3% | 0.03% | -35.7% |
| Q1 2018 | $111,000 | -25.0% | 2,253 | -23.3% | 0.04% | -35.4% |
| Q2 2017 | $148,000 | – | 2,937 | – | 0.06% | – |
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% |