ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,499 | +0.2% | 205 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $9,481 | -0.4% | 203 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $9,520 | +2.0% | 202 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $9,334 | -15.1% | 201 | -17.3% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | 0.0% | 243 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | +10.0% | 242 | +22.2% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 198 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 197 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 196 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 195 | +0.5% | 0.00% | -33.3% |
| Q1 2021 | $10,000 | -84.8% | 194 | -84.8% | 0.00% | -86.4% |
| Q4 2020 | $66,000 | -1.5% | 1,276 | -2.2% | 0.02% | -21.4% |
| Q3 2020 | $67,000 | +157.7% | 1,305 | +154.4% | 0.03% | +133.3% |
| Q2 2020 | $26,000 | +8.3% | 513 | +8.9% | 0.01% | -20.0% |
| Q1 2020 | $24,000 | +14.3% | 471 | +15.2% | 0.02% | +25.0% |
| Q4 2019 | $21,000 | 0.0% | 409 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $21,000 | +40.0% | 409 | +42.0% | 0.01% | +27.3% |
| Q2 2019 | $15,000 | +15.4% | 288 | +9.5% | 0.01% | +10.0% |
| Q1 2019 | $13,000 | -48.0% | 263 | -48.0% | 0.01% | -56.5% |
| Q4 2018 | $25,000 | – | 506 | – | 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% |