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 | $10,883,081 | +2.1% | 234,650 | +2.7% | 5.32% | +9.0% |
Q2 2023 | $10,654,234 | +0.2% | 228,436 | +1.3% | 4.88% | -0.6% |
Q1 2023 | $10,632,628 | +1.9% | 225,483 | +0.8% | 4.91% | -8.8% |
Q4 2022 | $10,436,357 | -5.6% | 223,691 | -6.8% | 5.38% | -5.9% |
Q3 2022 | $11,061,000 | -2.1% | 239,937 | +0.7% | 5.72% | +5.0% |
Q2 2022 | $11,297,000 | -15.8% | 238,343 | -13.9% | 5.45% | -6.2% |
Q1 2022 | $13,418,000 | +3.2% | 276,882 | +7.4% | 5.81% | +0.8% |
Q4 2021 | $13,000,000 | +2.1% | 257,776 | +3.4% | 5.76% | -5.0% |
Q3 2021 | $12,732,000 | +5.2% | 249,302 | +5.7% | 6.07% | +3.8% |
Q2 2021 | $12,100,000 | +237.5% | 235,910 | +237.5% | 5.84% | +220.6% |
Q1 2021 | $3,585,000 | +7.5% | 69,891 | +8.3% | 1.82% | +1.2% |
Q4 2020 | $3,334,000 | +3.5% | 64,554 | +3.3% | 1.80% | -8.1% |
Q3 2020 | $3,222,000 | – | 62,509 | – | 1.96% | – |
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% |