ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,993 | -13.7% | 15,955 | -13.2% | 0.50% | -16.2% |
| Q2 2023 | $857,394 | -74.0% | 18,383 | -73.7% | 0.60% | -77.1% |
| Q1 2023 | $3,301,018 | +3.5% | 70,004 | +1.9% | 2.61% | -7.9% |
| Q4 2022 | $3,189,357 | -10.9% | 68,677 | -11.6% | 2.84% | -14.5% |
| Q3 2022 | $3,579,000 | -2.3% | 77,645 | +0.4% | 3.32% | +0.8% |
| Q2 2022 | $3,665,000 | -11.2% | 77,314 | -9.2% | 3.29% | -10.1% |
| Q1 2022 | $4,128,000 | -11.5% | 85,190 | -7.9% | 3.66% | -10.1% |
| Q4 2021 | $4,665,000 | -2.7% | 92,497 | -1.5% | 4.07% | -9.0% |
| Q3 2021 | $4,794,000 | +2.8% | 93,874 | +3.2% | 4.47% | -0.5% |
| Q2 2021 | $4,664,000 | +11.2% | 90,932 | +11.2% | 4.49% | +1.3% |
| Q1 2021 | $4,193,000 | +5.6% | 81,760 | +6.3% | 4.44% | +13.9% |
| Q4 2020 | $3,971,000 | – | 76,913 | – | 3.90% | – |
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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% |