ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,225 | -0.6% | 587 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,378 | -1.1% | 587 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,680 | +1.5% | 587 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,260 | +1.0% | 587 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $27,000 | -3.6% | 587 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | 0.0% | 587 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -48.1% | 587 | -45.0% | 0.00% | -60.0% |
| Q4 2021 | $54,000 | 0.0% | 1,067 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | -1.8% | 1,067 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $55,000 | 0.0% | 1,067 | 0.0% | 0.01% | -25.0% |
| Q1 2021 | $55,000 | -3.5% | 1,067 | -3.5% | 0.01% | -27.3% |
| Q4 2020 | $57,000 | 0.0% | 1,106 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $57,000 | 0.0% | 1,106 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $57,000 | +1.8% | 1,106 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $56,000 | 0.0% | 1,106 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $56,000 | 0.0% | 1,106 | 0.0% | 0.02% | -35.7% |
| Q3 2019 | $56,000 | +1.8% | 1,106 | 0.0% | 0.03% | -15.2% |
| Q2 2019 | $55,000 | +22.2% | 1,106 | +22.1% | 0.03% | +50.0% |
| Q1 2019 | $45,000 | +50.0% | 906 | +44.7% | 0.02% | +46.7% |
| Q4 2018 | $30,000 | -3.2% | 626 | 0.0% | 0.02% | -16.7% |
| Q3 2018 | $31,000 | +3.3% | 626 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $30,000 | -3.2% | 626 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $31,000 | 0.0% | 626 | 0.0% | 0.02% | -10.0% |
| Q4 2017 | $31,000 | 0.0% | 626 | 0.0% | 0.02% | -13.0% |
| Q3 2017 | $31,000 | – | 626 | – | 0.02% | – |
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% |