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 | $3,840,795 | -6.7% | 82,812 | -6.2% | 0.58% | -14.5% |
| Q2 2023 | $4,117,200 | -44.1% | 88,276 | -43.5% | 0.67% | -61.9% |
| Q1 2023 | $7,361,739 | +69.8% | 156,118 | +67.2% | 1.77% | +53.5% |
| Q4 2022 | $4,335,596 | -11.4% | 93,359 | -12.0% | 1.15% | -22.0% |
| Q3 2022 | $4,892,000 | -9.7% | 106,104 | -7.2% | 1.48% | -6.7% |
| Q2 2022 | $5,419,000 | -19.9% | 114,323 | -18.1% | 1.58% | -19.3% |
| Q1 2022 | $6,766,000 | +64.9% | 139,630 | +71.7% | 1.96% | +134.1% |
| Q4 2021 | $4,102,000 | -3.5% | 81,335 | -2.3% | 0.84% | -9.4% |
| Q3 2021 | $4,251,000 | – | 83,236 | – | 0.92% | – |
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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% |