ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,580,351 | +1.5% | 55,635 | +2.1% | 0.72% | +1.4% |
| Q2 2023 | $2,542,020 | -0.5% | 54,503 | +0.6% | 0.71% | -7.9% |
| Q1 2023 | $2,555,424 | -55.7% | 54,192 | -56.3% | 0.77% | -58.7% |
| Q4 2022 | $5,762,368 | -99.8% | 124,082 | +100.0% | 1.87% | +81.5% |
| Q3 2022 | $2,859,629,000 | +107769.8% | 62,031 | +10.9% | 1.03% | +11.8% |
| Q2 2022 | $2,651,000 | +5.0% | 55,935 | +7.4% | 0.92% | +10.7% |
| Q1 2022 | $2,524,000 | +4.2% | 52,080 | +8.4% | 0.83% | -4.6% |
| Q4 2021 | $2,423,000 | +686.7% | 48,040 | +697.3% | 0.87% | +560.6% |
| Q3 2021 | $308,000 | – | 6,025 | – | 0.13% | – |
Download | ||||||
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% |