ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,239,879 | +34.5% | 91,416 | +35.3% | 0.78% | +39.1% |
| Q2 2023 | $3,152,178 | +24.2% | 67,585 | +25.5% | 0.56% | +0.9% |
| Q1 2023 | $2,538,868 | -27.5% | 53,841 | -28.6% | 0.55% | -26.9% |
| Q4 2022 | $3,502,467 | +80.8% | 75,419 | +79.5% | 0.76% | +40.1% |
| Q3 2022 | $1,937,000 | +6.4% | 42,027 | +9.5% | 0.54% | +9.1% |
| Q2 2022 | $1,820,000 | -31.3% | 38,384 | -29.8% | 0.49% | -27.7% |
| Q1 2022 | $2,651,000 | +113.8% | 54,703 | +122.5% | 0.68% | +6.9% |
| Q4 2021 | $1,240,000 | +0.8% | 24,585 | +2.1% | 0.64% | -8.2% |
| Q3 2021 | $1,230,000 | -0.1% | 24,091 | +0.5% | 0.70% | -4.0% |
| Q2 2021 | $1,231,000 | +16.8% | 23,966 | +16.6% | 0.72% | +6.0% |
| Q1 2021 | $1,054,000 | +8.7% | 20,546 | +9.4% | 0.68% | +0.4% |
| Q4 2020 | $970,000 | – | 18,785 | – | 0.68% | – |
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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% |