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 | $4,101,455 | +15.6% | 88,432 | +16.2% | 1.88% | +20.5% |
| Q2 2023 | $3,549,272 | -34.6% | 76,099 | -33.9% | 1.56% | -42.9% |
| Q1 2023 | $5,427,484 | -1.0% | 115,099 | -2.5% | 2.74% | +2.7% |
| Q4 2022 | $5,481,592 | +1.5% | 118,036 | +0.1% | 2.67% | -1.2% |
| Q3 2022 | $5,401,000 | +51.3% | 117,922 | +58.3% | 2.70% | +49.1% |
| Q2 2022 | $3,569,000 | +2.6% | 74,506 | +2.7% | 1.81% | -4.2% |
| Q1 2022 | $3,477,000 | +41.5% | 72,521 | +48.8% | 1.89% | +43.0% |
| Q4 2021 | $2,458,000 | -73.3% | 48,741 | -73.1% | 1.32% | -74.2% |
| Q3 2021 | $9,201,000 | +2.0% | 181,298 | +3.2% | 5.12% | -4.2% |
| Q2 2021 | $9,021,000 | +14.8% | 175,678 | +14.8% | 5.35% | -0.4% |
| Q1 2021 | $7,856,000 | +10.6% | 153,013 | +11.1% | 5.37% | +6.7% |
| Q4 2020 | $7,106,000 | – | 137,762 | – | 5.03% | – |
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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% |