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 | $1,928,712 | -0.8% | 41,585 | -0.2% | 0.23% | -1.7% |
| Q2 2023 | $1,944,188 | -1.1% | 41,685 | 0.0% | 0.24% | -4.5% |
| Q1 2023 | $1,965,656 | +1.5% | 41,685 | 0.0% | 0.25% | -6.1% |
| Q4 2022 | $1,935,851 | -17.8% | 41,685 | -18.4% | 0.26% | -23.2% |
| Q3 2022 | $2,355,000 | +24.4% | 51,091 | +27.9% | 0.34% | +19.2% |
| Q2 2022 | $1,893,000 | -2.2% | 39,935 | 0.0% | 0.29% | +2.1% |
| Q1 2022 | $1,935,000 | -9.1% | 39,935 | -5.4% | 0.28% | -1.4% |
| Q4 2021 | $2,129,000 | -3.3% | 42,219 | -2.0% | 0.28% | -6.0% |
| Q3 2021 | $2,201,000 | -2.2% | 43,094 | -1.7% | 0.30% | -8.5% |
| Q2 2021 | $2,250,000 | +12.8% | 43,861 | +12.8% | 0.33% | +14.2% |
| Q1 2021 | $1,994,000 | +12.3% | 38,886 | +13.1% | 0.29% | +4.0% |
| Q4 2020 | $1,776,000 | – | 34,386 | – | 0.28% | – |
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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% |