ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,915 | -1.1% | 4,394 | 0.0% | 0.07% | -5.2% |
| Q1 2023 | $207,178 | +1.5% | 4,394 | 0.0% | 0.08% | -7.2% |
| Q4 2022 | $204,053 | -49.5% | 4,394 | -49.8% | 0.08% | -52.8% |
| Q3 2022 | $404,000 | -27.9% | 8,758 | -25.8% | 0.18% | -26.7% |
| Q2 2022 | $560,000 | -17.4% | 11,809 | -15.6% | 0.24% | -42.4% |
| Q1 2022 | $678,000 | -16.2% | 14,000 | -12.8% | 0.42% | +21.9% |
| Q4 2021 | $809,000 | -9.7% | 16,046 | -8.5% | 0.34% | -19.9% |
| Q3 2021 | $896,000 | -1.5% | 17,540 | -1.2% | 0.43% | -13.9% |
| Q2 2021 | $910,000 | +1.1% | 17,745 | +1.2% | 0.50% | -32.5% |
| Q1 2021 | $900,000 | -7.8% | 17,542 | -7.2% | 0.74% | -34.5% |
| Q4 2020 | $976,000 | +2.1% | 18,902 | +2.0% | 1.12% | -20.2% |
| Q3 2020 | $956,000 | -43.7% | 18,537 | -43.8% | 1.41% | -44.9% |
| Q2 2020 | $1,697,000 | +1.7% | 32,971 | -0.2% | 2.55% | -2.8% |
| Q1 2020 | $1,668,000 | -20.3% | 33,034 | -20.5% | 2.62% | +5.3% |
| Q4 2019 | $2,094,000 | – | 41,545 | – | 2.49% | – |
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% |