ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $230,305 | +1.5% | 4,884 | 0.0% | 0.10% | -9.5% |
| Q4 2022 | $226,813 | +0.8% | 4,884 | 0.0% | 0.12% | -10.1% |
| Q3 2022 | $225,000 | -3.0% | 4,884 | 0.0% | 0.13% | -0.8% |
| Q2 2022 | $232,000 | -70.7% | 4,884 | -68.6% | 0.13% | -69.8% |
| Q3 2021 | $793,000 | -48.6% | 15,536 | -48.3% | 0.43% | -50.4% |
| Q2 2021 | $1,542,000 | -51.4% | 30,064 | -51.4% | 0.87% | -55.4% |
| Q1 2021 | $3,173,000 | -22.6% | 61,856 | -22.1% | 1.95% | -23.8% |
| Q4 2020 | $4,100,000 | -22.3% | 79,387 | -22.4% | 2.56% | -15.8% |
| Q3 2020 | $5,275,000 | -3.7% | 102,332 | -3.8% | 3.04% | -4.7% |
| Q2 2020 | $5,476,000 | -3.8% | 106,393 | -5.6% | 3.19% | -14.2% |
| Q1 2020 | $5,691,000 | +42.2% | 112,698 | +42.2% | 3.72% | +73.4% |
| Q4 2019 | $4,001,000 | +145.3% | 79,248 | +144.5% | 2.14% | +147.9% |
| Q3 2019 | $1,631,000 | +20.0% | 32,415 | +20.3% | 0.86% | +16.6% |
| Q2 2019 | $1,359,000 | – | 26,943 | – | 0.74% | – |
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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% |