ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,097 | +7.6% | 16,755 | +8.3% | 0.00% | 0.0% |
| Q2 2023 | $721,894 | +42.5% | 15,478 | +44.0% | 0.00% | +50.0% |
| Q1 2023 | $506,728 | +117.4% | 10,746 | +114.1% | 0.00% | +100.0% |
| Q4 2022 | $233,082 | -71.7% | 5,019 | -71.9% | 0.00% | -75.0% |
| Q3 2022 | $824,000 | +29.2% | 17,885 | +33.0% | 0.00% | +33.3% |
| Q2 2022 | $638,000 | +200.9% | 13,452 | +219.1% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | – | 4,216 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |