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 ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |