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 | $399,146 | -24.0% | 8,606 | -23.5% | 0.19% | -21.7% |
| Q2 2023 | $524,887 | -2.9% | 11,254 | -1.9% | 0.24% | -13.5% |
| Q1 2023 | $540,727 | -6.8% | 11,467 | -8.2% | 0.28% | -15.8% |
| Q4 2022 | $579,943 | -54.4% | 12,488 | -54.8% | 0.34% | -57.8% |
| Q3 2022 | $1,273,000 | -14.1% | 27,608 | -11.7% | 0.79% | -21.9% |
| Q2 2022 | $1,482,000 | -22.4% | 31,262 | -20.7% | 1.02% | -10.3% |
| Q1 2022 | $1,910,000 | -21.9% | 39,404 | -18.8% | 1.13% | -17.5% |
| Q4 2021 | $2,447,000 | – | 48,529 | – | 1.37% | – |
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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% |