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 | $4,373,991 | +6.3% | 94,308 | +6.9% | 0.48% | +7.7% |
Q2 2023 | $4,113,102 | -7.6% | 88,188 | -6.6% | 0.44% | -13.0% |
Q1 2023 | $4,451,452 | +9.4% | 94,400 | +7.7% | 0.51% | +1.6% |
Q4 2022 | $4,070,641 | -41.8% | 87,654 | -42.2% | 0.50% | -47.6% |
Q3 2022 | $6,992,000 | +12.5% | 151,668 | +15.6% | 0.96% | +15.8% |
Q2 2022 | $6,217,000 | – | 131,154 | – | 0.82% | – |
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% |