ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,836,327 | +3.8% | 332,976 | +1.2% | 2.19% | +6.8% |
| Q3 2023 | $15,261,838 | +5.3% | 329,061 | +5.9% | 2.05% | -1.2% |
| Q2 2023 | $14,496,225 | +3.9% | 310,811 | +5.1% | 2.08% | -5.4% |
| Q1 2023 | $13,947,887 | -9.9% | 295,788 | -11.3% | 2.20% | -19.3% |
| Q4 2022 | $15,481,656 | +2405.1% | 333,369 | +2386.5% | 2.72% | +1657.4% |
| Q3 2022 | $618,000 | +72.1% | 13,407 | +76.8% | 0.16% | +53.5% |
| Q2 2022 | $359,000 | -90.6% | 7,582 | -90.4% | 0.10% | -89.4% |
| Q1 2022 | $3,821,000 | +632.0% | 78,853 | +674.1% | 0.95% | +406.4% |
| Q1 2021 | $522,000 | – | 10,186 | – | 0.19% | – |
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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% |