ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 193 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,552 | -84.3% | 4,584 | -84.3% | 0.09% | -83.3% |
| Q2 2023 | $1,357,876 | -27.9% | 29,111 | -27.1% | 0.52% | -31.4% |
| Q1 2023 | $1,883,437 | -8.0% | 39,942 | -9.4% | 0.76% | -12.5% |
| Q4 2022 | $2,047,523 | -49.3% | 44,088 | -49.6% | 0.87% | -53.0% |
| Q3 2022 | $4,037,000 | -6.0% | 87,408 | -3.6% | 1.84% | -0.5% |
| Q2 2022 | $4,295,000 | +13.5% | 90,629 | +20.0% | 1.85% | +29.3% |
| Q1 2022 | $3,783,000 | +20.0% | 75,534 | +20.8% | 1.43% | +25.4% |
| Q4 2021 | $3,153,000 | -3.8% | 62,537 | -2.5% | 1.14% | -4.4% |
| Q3 2021 | $3,276,000 | +13.2% | 64,164 | +13.6% | 1.20% | +6.4% |
| Q2 2021 | $2,895,000 | +4.2% | 56,461 | +4.3% | 1.12% | -2.3% |
| Q1 2021 | $2,777,000 | +1.1% | 54,146 | +1.8% | 1.15% | -8.8% |
| Q4 2020 | $2,746,000 | +4.9% | 53,181 | +4.7% | 1.26% | -12.5% |
| Q3 2020 | $2,617,000 | +0.5% | 50,775 | +0.4% | 1.44% | -0.3% |
| Q2 2020 | $2,603,000 | +30.4% | 50,583 | +27.9% | 1.45% | +11.5% |
| Q1 2020 | $1,996,000 | +0.1% | 39,539 | -0.1% | 1.30% | +33.3% |
| Q4 2019 | $1,995,000 | +2.7% | 39,596 | +2.9% | 0.97% | -8.5% |
| Q3 2019 | $1,942,000 | +3.2% | 38,472 | +3.1% | 1.06% | -0.1% |
| Q2 2019 | $1,882,000 | -0.8% | 37,330 | -1.9% | 1.06% | -4.8% |
| Q1 2019 | $1,897,000 | +1.8% | 38,050 | +0.2% | 1.12% | -7.5% |
| Q4 2018 | $1,863,000 | – | 37,985 | – | 1.21% | – |
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% |