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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,673 | -9.5% | 4,967 | -8.5% | 0.11% | -15.9% |
| Q1 2023 | $255,890 | -1.2% | 5,427 | -2.7% | 0.13% | -10.8% |
| Q4 2022 | $258,983 | -38.2% | 5,577 | -38.6% | 0.15% | -50.2% |
| Q3 2022 | $419,000 | -7.3% | 9,086 | -4.7% | 0.30% | -8.9% |
| Q2 2022 | $452,000 | +23.8% | 9,531 | +26.6% | 0.33% | +45.5% |
| Q1 2022 | $365,000 | +24.1% | 7,531 | +29.2% | 0.22% | +14.9% |
| Q4 2021 | $294,000 | – | 5,829 | – | 0.20% | – |
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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% |