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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,780,000 | -19.7% | 181,181 | -16.4% | 4.63% | -14.4% |
| Q4 2021 | $10,930,000 | -0.9% | 216,739 | +0.4% | 5.42% | -5.7% |
| Q3 2021 | $11,026,000 | +9.6% | 215,914 | +10.1% | 5.74% | +6.3% |
| Q2 2021 | $10,061,000 | +5.9% | 196,166 | +6.0% | 5.41% | +5.1% |
| Q1 2021 | $9,496,000 | +2.5% | 185,139 | +3.2% | 5.14% | -0.8% |
| Q4 2020 | $9,265,000 | – | 179,414 | – | 5.18% | – |
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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% |