ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,822,593 | -5.0% | 211,785 | -4.4% | 0.12% | -27.8% |
| Q2 2023 | $10,334,679 | +11.6% | 221,584 | +12.8% | 0.17% | +7.0% |
| Q1 2023 | $9,262,917 | +24.1% | 196,435 | +22.2% | 0.16% | +9.0% |
| Q4 2022 | $7,462,402 | -2.2% | 160,689 | -3.0% | 0.14% | -15.2% |
| Q3 2022 | $7,628,000 | +29.8% | 165,638 | +33.5% | 0.17% | +37.9% |
| Q2 2022 | $5,876,000 | -27.5% | 124,085 | -25.8% | 0.12% | +11.7% |
| Q1 2022 | $8,102,000 | +296.0% | 167,199 | +312.2% | 0.11% | +109.4% |
| Q4 2021 | $2,046,000 | -57.6% | 40,565 | -57.1% | 0.05% | -55.5% |
| Q3 2021 | $4,827,000 | +729.4% | 94,520 | +733.0% | 0.12% | +466.7% |
| Q2 2021 | $582,000 | – | 11,347 | – | 0.02% | – |
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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% |