ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,915 | -0.6% | 645 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $30,083 | -1.1% | 645 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $30,415 | +1.5% | 645 | 0.0% | 0.02% | +5.0% |
| Q4 2022 | $29,954 | -0.2% | 645 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 645 | 0.0% | 0.02% | +11.1% |
| Q2 2022 | $31,000 | 0.0% | 645 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $31,000 | -6.1% | 645 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $33,000 | 0.0% | 645 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $33,000 | -40.0% | 645 | -40.3% | 0.02% | -43.3% |
| Q2 2021 | $55,000 | +83.3% | 1,081 | +82.0% | 0.03% | +66.7% |
| Q1 2021 | $30,000 | -3.2% | 594 | 0.0% | 0.02% | -18.2% |
| Q4 2020 | $31,000 | 0.0% | 594 | 0.0% | 0.02% | -31.2% |
| Q3 2020 | $31,000 | 0.0% | 594 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $31,000 | +3.3% | 594 | 0.0% | 0.03% | -20.9% |
| Q1 2020 | $30,000 | -80.5% | 594 | -80.6% | 0.04% | -73.5% |
| Q4 2019 | $154,000 | – | 3,063 | – | 0.16% | – |
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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% |