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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,000 | -2.1% | 4,930 | -1.7% | 0.03% | +25.9% |
| Q2 2023 | $234,000 | -51.4% | 5,014 | -50.8% | 0.03% | -55.0% |
| Q1 2023 | $481,000 | +1.7% | 10,195 | +0.1% | 0.06% | -11.8% |
| Q4 2022 | $473,000 | +9.7% | 10,184 | +8.8% | 0.07% | -6.8% |
| Q3 2022 | $431,000 | +22.1% | 9,357 | +25.6% | 0.07% | +14.1% |
| Q2 2022 | $353,000 | -98.7% | 7,448 | -98.7% | 0.06% | -98.6% |
| Q1 2022 | $28,044,000 | -1.5% | 578,707 | +2.6% | 4.51% | +2.9% |
| Q4 2021 | $28,457,000 | -2.3% | 564,282 | -1.1% | 4.39% | -7.6% |
| Q3 2021 | $29,139,000 | -2.2% | 570,576 | -1.7% | 4.75% | +7.4% |
| Q2 2021 | $29,784,000 | -47.3% | 580,695 | -47.3% | 4.42% | -54.1% |
| Q1 2021 | $56,489,000 | – | 1,101,371 | – | 9.62% | – |
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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% |