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 | $21,555,105 | +3.5% | 464,750 | +4.0% | 1.11% | +1.7% |
| Q2 2023 | $20,833,901 | +0.9% | 446,696 | +2.0% | 1.09% | -13.0% |
| Q1 2023 | $20,652,496 | +3.1% | 437,924 | +1.6% | 1.25% | +3.4% |
| Q4 2022 | $20,023,210 | +1.3% | 431,163 | +0.5% | 1.21% | -10.9% |
| Q3 2022 | $19,770,000 | -6.9% | 428,858 | -4.0% | 1.36% | +29.7% |
| Q2 2022 | $21,243,000 | -3.3% | 446,851 | -1.4% | 1.05% | +11.2% |
| Q1 2022 | $21,965,000 | -6.9% | 453,264 | -3.1% | 0.94% | +5.0% |
| Q4 2021 | $23,592,000 | +3.8% | 467,823 | +5.1% | 0.90% | +3.1% |
| Q3 2021 | $22,729,000 | +9739.4% | 445,151 | +9744.1% | 0.87% | +9577.8% |
| Q2 2021 | $231,000 | +13.2% | 4,522 | +13.8% | 0.01% | +50.0% |
| Q1 2021 | $204,000 | +0.5% | 3,972 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $203,000 | +29.3% | 3,972 | +30.1% | 0.01% | 0.0% |
| Q3 2020 | $157,000 | +0.6% | 3,052 | +0.3% | 0.01% | -11.1% |
| Q2 2020 | $156,000 | +2.6% | 3,042 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $152,000 | -0.7% | 3,042 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $153,000 | 0.0% | 3,042 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $153,000 | 0.0% | 3,042 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $153,000 | +1.3% | 3,042 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $151,000 | +1.3% | 3,042 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $149,000 | 0.0% | 3,042 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $149,000 | -0.7% | 3,042 | 0.0% | 0.01% | -23.1% |
| Q1 2018 | $150,000 | -0.7% | 3,042 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $151,000 | -0.7% | 3,042 | 0.0% | 0.01% | -13.3% |
| Q3 2017 | $152,000 | 0.0% | 3,042 | 0.0% | 0.02% | -6.2% |
| Q2 2017 | $152,000 | +4966.7% | 3,042 | +4970.0% | 0.02% | – |
| Q1 2017 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 60 | +100.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | – | 30 | – | 0.00% | – |
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% |