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 | $37,521 | -0.6% | 809 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,732 | +12.7% | 809 | +13.9% | 0.01% | +8.3% |
| Q1 2023 | $33,480 | +3.1% | 710 | +1.6% | 0.01% | -7.7% |
| Q4 2022 | $32,462 | -99.9% | 699 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $31,947,000 | -2.7% | 693 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $32,848,000 | -1.2% | 693 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $33,257,000 | +1.8% | 693 | +6.9% | 0.01% | +9.1% |
| Q4 2021 | $32,679,000 | -1.3% | 648 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $33,093,000 | +16.7% | 648 | +17.2% | 0.01% | 0.0% |
| Q1 2021 | $28,363,000 | -0.7% | 553 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $28,557,000 | +0.2% | 553 | 0.0% | 0.01% | -6.7% |
| Q3 2020 | $28,507,000 | +5.5% | 553 | +5.3% | 0.02% | 0.0% |
| Q2 2020 | $27,022,000 | +99981.5% | 525 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $27,000 | +12.5% | 525 | +9.6% | 0.02% | +38.5% |
| Q4 2019 | $24,000 | 0.0% | 479 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $24,000 | 0.0% | 479 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 479 | +5.5% | 0.02% | -6.2% |
| Q1 2019 | $23,000 | +4.5% | 454 | 0.0% | 0.02% | -15.8% |
| Q4 2018 | $22,000 | – | 454 | – | 0.02% | – |
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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% |