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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,766 | -0.6% | 12,026 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $560,893 | -1.1% | 12,026 | 0.0% | 0.09% | -9.0% |
| Q1 2023 | $567,086 | +16.2% | 12,026 | +14.5% | 0.10% | +11.1% |
| Q4 2022 | $487,899 | +32.9% | 10,506 | +32.0% | 0.09% | +18.4% |
| Q3 2022 | $367,000 | +0.5% | 7,958 | +3.5% | 0.08% | +5.6% |
| Q2 2022 | $365,000 | +25.4% | 7,691 | +27.9% | 0.07% | +38.5% |
| Q1 2022 | $291,000 | +13.7% | 6,013 | +18.3% | 0.05% | +15.6% |
| Q4 2021 | $256,000 | -1.5% | 5,084 | 0.0% | 0.04% | -11.8% |
| Q3 2021 | $260,000 | -0.4% | 5,084 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $261,000 | 0.0% | 5,084 | 0.0% | 0.05% | -7.1% |
| Q1 2021 | $261,000 | -0.8% | 5,084 | 0.0% | 0.06% | -9.7% |
| Q4 2020 | $263,000 | +0.4% | 5,084 | 0.0% | 0.06% | -8.8% |
| Q3 2020 | $262,000 | 0.0% | 5,084 | 0.0% | 0.07% | -10.5% |
| Q2 2020 | $262,000 | – | 5,084 | – | 0.08% | – |
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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% |