ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $506,548 | -13.4% | 10,650 | -16.1% | 0.44% | -24.2% |
| Q3 2023 | $584,636 | -5.9% | 12,701 | -4.6% | 0.58% | +1.4% |
| Q2 2023 | $621,230 | -0.9% | 13,320 | +0.2% | 0.58% | -48.3% |
| Q1 2023 | $626,745 | -10.6% | 13,291 | -11.9% | 1.11% | +47.7% |
| Q4 2022 | $700,712 | -0.5% | 15,089 | -1.2% | 0.75% | -4.9% |
| Q3 2022 | $704,000 | -9.3% | 15,266 | -6.8% | 0.79% | -2.8% |
| Q2 2022 | $776,000 | -5.6% | 16,381 | -3.5% | 0.82% | +14.8% |
| Q1 2022 | $822,000 | -6.3% | 16,969 | -2.4% | 0.71% | -1.7% |
| Q4 2021 | $877,000 | – | 17,390 | – | 0.72% | – |
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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% |