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 | $12,539,580 | -12.1% | 270,366 | -11.6% | 0.15% | 0.0% |
| Q2 2023 | $14,260,542 | -18.6% | 305,758 | -17.7% | 0.15% | -29.6% |
| Q1 2023 | $17,521,114 | +1935.7% | 371,564 | +1904.8% | 0.22% | +620.0% |
| Q4 2022 | $860,704 | -57.8% | 18,534 | -55.9% | 0.03% | -58.3% |
| Q1 2022 | $2,038,000 | +4.2% | 42,056 | +8.4% | 0.07% | +10.8% |
| Q4 2021 | $1,956,000 | +0.4% | 38,792 | +1.7% | 0.06% | -9.7% |
| Q3 2021 | $1,948,000 | +618.8% | 38,135 | +620.5% | 0.07% | +554.5% |
| Q2 2021 | $271,000 | +21.0% | 5,293 | +21.3% | 0.01% | +10.0% |
| Q1 2021 | $224,000 | +202.7% | 4,365 | +202.7% | 0.01% | +150.0% |
| Q2 2020 | $74,000 | +2.8% | 1,442 | +0.5% | 0.00% | -20.0% |
| Q1 2020 | $72,000 | – | 1,435 | – | 0.01% | – |
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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% |