ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,422,105 | -7.7% | 30,662 | -7.2% | 1.17% | -8.2% |
| Q2 2023 | $1,540,379 | -3.9% | 33,027 | -2.8% | 1.27% | -7.8% |
| Q1 2023 | $1,602,280 | +3.1% | 33,979 | +1.5% | 1.38% | -8.3% |
| Q4 2022 | $1,554,068 | -4.9% | 33,464 | -5.6% | 1.51% | -15.1% |
| Q3 2022 | $1,635,000 | +15.9% | 35,465 | +19.1% | 1.78% | +20.0% |
| Q2 2022 | $1,411,000 | -19.8% | 29,770 | -18.0% | 1.48% | -12.5% |
| Q1 2022 | $1,759,000 | -5.7% | 36,308 | -1.9% | 1.69% | -7.3% |
| Q4 2021 | $1,866,000 | – | 37,007 | – | 1.82% | – |
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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% |