ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,828 | -0.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $27,984 | -1.1% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $28,293 | +1.5% | 600 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $27,864 | -0.5% | 600 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $28,000 | 0.0% | 600 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $28,000 | -3.4% | 600 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $29,000 | -3.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | -3.2% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $31,000 | -13.9% | 600 | -14.7% | 0.01% | -17.6% |
| Q2 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $36,000 | 0.0% | 703 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | 0.0% | 703 | -0.1% | 0.02% | -13.0% |
| Q3 2020 | $36,000 | 0.0% | 704 | +0.1% | 0.02% | -8.0% |
| Q2 2020 | $36,000 | +2.9% | 703 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $35,000 | -81.3% | 703 | -81.0% | 0.03% | -76.1% |
| Q4 2019 | $187,000 | +523.3% | 3,703 | +517.2% | 0.11% | +465.0% |
| Q3 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q1 2019 | $30,000 | +3.4% | 600 | 0.0% | 0.02% | -15.4% |
| Q4 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.03% | +30.0% |
| Q3 2018 | $29,000 | 0.0% | 600 | 0.0% | 0.02% | -9.1% |
| Q2 2018 | $29,000 | -3.3% | 600 | 0.0% | 0.02% | -8.3% |
| Q1 2018 | $30,000 | 0.0% | 600 | 0.0% | 0.02% | +14.3% |
| Q4 2017 | $30,000 | – | 600 | – | 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% |