ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
---|---|---|---|
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% |