ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $54,405,000 | -2.5% | 1,180,161 | +0.3% | 13.83% | -0.0% |
Q2 2022 | $55,778,000 | -3.9% | 1,176,754 | -1.7% | 13.83% | +3.6% |
Q1 2022 | $58,027,000 | -2.0% | 1,197,419 | +2.0% | 13.35% | -0.2% |
Q4 2021 | $59,200,000 | +2.4% | 1,173,904 | +3.7% | 13.37% | -5.2% |
Q3 2021 | $57,835,000 | +2.9% | 1,132,457 | +3.3% | 14.11% | -0.1% |
Q2 2021 | $56,204,000 | +9.3% | 1,095,816 | +9.3% | 14.13% | -1.4% |
Q1 2021 | $51,434,000 | -48.6% | 1,002,810 | -48.2% | 14.34% | -33.5% |
Q4 2020 | $99,970,000 | – | 1,935,906 | – | 21.57% | – |
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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% |