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 | $774,854 | +5.7% | 16,707 | +6.3% | 0.43% | +1.9% |
| Q2 2023 | $732,736 | -0.1% | 15,710 | +1.0% | 0.42% | -9.9% |
| Q1 2023 | $733,657 | +28.1% | 15,558 | +26.1% | 0.47% | +13.7% |
| Q4 2022 | $572,775 | +113.7% | 12,334 | +112.4% | 0.41% | +114.7% |
| Q3 2022 | $268,000 | -2.5% | 5,808 | 0.0% | 0.19% | +22.4% |
| Q2 2022 | $275,000 | -10.7% | 5,808 | -8.7% | 0.16% | +6.1% |
| Q1 2022 | $308,000 | -28.4% | 6,358 | -25.4% | 0.15% | -26.1% |
| Q4 2021 | $430,000 | -23.8% | 8,519 | -22.8% | 0.20% | -32.1% |
| Q3 2021 | $564,000 | -1.9% | 11,040 | -1.6% | 0.29% | -5.2% |
| Q2 2021 | $575,000 | -37.2% | 11,218 | -37.1% | 0.31% | -41.0% |
| Q1 2021 | $915,000 | +0.8% | 17,839 | +1.4% | 0.52% | -11.2% |
| Q4 2020 | $908,000 | +41.9% | 17,593 | +41.6% | 0.59% | +6.1% |
| Q3 2020 | $640,000 | +75.3% | 12,422 | +75.1% | 0.56% | +40.1% |
| Q2 2020 | $365,000 | +34.7% | 7,094 | +31.8% | 0.40% | +15.1% |
| Q1 2020 | $271,000 | -14.2% | 5,382 | -14.2% | 0.34% | +27.3% |
| Q4 2019 | $316,000 | – | 6,271 | – | 0.27% | – |
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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% |