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 2022 | $362,000 | -14.2% | 7,862 | -11.7% | 0.16% | -12.2% |
| Q2 2022 | $422,000 | -2.1% | 8,901 | +0.1% | 0.19% | +9.9% |
| Q1 2022 | $431,000 | -4.9% | 8,891 | -1.1% | 0.17% | 0.0% |
| Q4 2021 | $453,000 | -1.1% | 8,986 | +0.2% | 0.17% | -57.0% |
| Q3 2021 | $458,000 | 0.0% | 8,968 | +0.4% | 0.40% | +89.5% |
| Q1 2021 | $458,000 | +13.1% | 8,928 | +13.7% | 0.21% | -0.9% |
| Q4 2020 | $405,000 | -2.9% | 7,850 | -2.9% | 0.21% | -14.2% |
| Q3 2020 | $417,000 | -11.7% | 8,081 | -11.9% | 0.25% | -17.7% |
| Q2 2020 | $472,000 | +20.1% | 9,171 | +17.9% | 0.30% | +1.0% |
| Q1 2020 | $393,000 | -2.5% | 7,780 | -2.8% | 0.30% | +11.2% |
| Q4 2019 | $403,000 | +52.7% | 8,004 | +53.4% | 0.27% | +38.3% |
| Q3 2019 | $264,000 | +24.5% | 5,219 | +23.9% | 0.19% | +18.4% |
| Q2 2019 | $212,000 | – | 4,212 | – | 0.16% | – |
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% |