ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $746,043 | -0.1% | 16,085 | +0.4% | 0.45% | +3.9% |
Q2 2023 | $747,129 | -1.2% | 16,019 | -0.1% | 0.44% | -9.9% |
Q1 2023 | $755,926 | +0.6% | 16,031 | -0.9% | 0.48% | -12.8% |
Q4 2022 | $751,354 | -3.5% | 16,179 | -4.2% | 0.56% | -3.1% |
Q3 2022 | $779,000 | -0.8% | 16,889 | +2.0% | 0.57% | +4.2% |
Q2 2022 | $785,000 | -2.0% | 16,559 | +0.2% | 0.55% | +17.5% |
Q1 2022 | $801,000 | -4.2% | 16,533 | -0.2% | 0.47% | +1.7% |
Q4 2021 | $836,000 | +3.2% | 16,568 | +4.5% | 0.46% | -4.9% |
Q3 2021 | $810,000 | -0.2% | 15,861 | +0.2% | 0.48% | -1.0% |
Q2 2021 | $812,000 | -1.5% | 15,835 | -1.4% | 0.49% | -10.7% |
Q1 2021 | $824,000 | -0.5% | 16,056 | +0.1% | 0.55% | -7.7% |
Q4 2020 | $828,000 | +0.5% | 16,036 | +0.3% | 0.60% | -12.2% |
Q3 2020 | $824,000 | +0.9% | 15,992 | +0.8% | 0.68% | -11.5% |
Q2 2020 | $817,000 | +1.1% | 15,870 | -0.8% | 0.77% | -18.2% |
Q1 2020 | $808,000 | -0.4% | 16,005 | -0.5% | 0.94% | +23.1% |
Q4 2019 | $811,000 | – | 16,088 | – | 0.76% | – |
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% |