ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,642,870 | +70.9% | 510,645 | +72.3% | 4.99% | +40.3% |
| Q2 2023 | $13,832,259 | +168.4% | 296,384 | +171.7% | 3.56% | +72.1% |
| Q1 2023 | $5,153,483 | +147.3% | 109,092 | +144.6% | 2.07% | +100.6% |
| Q4 2022 | $2,083,517 | +27.4% | 44,596 | +25.0% | 1.03% | +36.6% |
| Q3 2022 | $1,635,000 | +12.4% | 35,686 | +16.1% | 0.76% | +12.4% |
| Q2 2022 | $1,454,000 | +0.9% | 30,730 | +2.5% | 0.67% | +1.4% |
| Q1 2022 | $1,441,000 | +15.7% | 29,992 | +20.5% | 0.66% | -2.8% |
| Q4 2021 | $1,245,000 | +0.9% | 24,883 | +2.5% | 0.68% | +12.0% |
| Q3 2021 | $1,234,000 | +33.8% | 24,281 | +35.0% | 0.61% | +13.0% |
| Q2 2021 | $922,000 | +2.1% | 17,984 | +2.2% | 0.54% | -8.2% |
| Q1 2021 | $903,000 | – | 17,599 | – | 0.59% | – |
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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% |