ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,131,975 | +0.1% | 154,038 | +1.1% | 4.30% | +2.8% |
| Q2 2023 | $7,126,540 | +0.1% | 152,374 | +0.9% | 4.18% | -6.4% |
| Q1 2023 | $7,117,424 | +8.5% | 150,985 | +7.9% | 4.47% | +2.2% |
| Q4 2022 | $6,559,245 | +4.6% | 139,916 | +2.3% | 4.37% | -6.2% |
| Q3 2022 | $6,271,000 | -1.1% | 136,752 | +1.9% | 4.66% | -0.7% |
| Q2 2022 | $6,341,000 | +6.7% | 134,255 | +8.3% | 4.69% | +13.5% |
| Q1 2022 | $5,941,000 | +22.4% | 123,970 | +27.9% | 4.13% | +19.0% |
| Q4 2021 | $4,855,000 | +0.4% | 96,897 | +2.3% | 3.47% | -6.4% |
| Q3 2021 | $4,834,000 | +2.7% | 94,759 | +3.1% | 3.71% | +1.8% |
| Q2 2021 | $4,708,000 | +10.0% | 91,894 | +10.1% | 3.64% | -3.2% |
| Q1 2021 | $4,279,000 | +13.4% | 83,437 | +13.8% | 3.76% | -4.2% |
| Q4 2020 | $3,773,000 | – | 73,330 | – | 3.93% | – |
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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% |