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 | $1,234,455 | -3.2% | 26,616 | -2.7% | 0.49% | +1.7% |
| Q2 2023 | $1,275,427 | +4.0% | 27,346 | +5.3% | 0.48% | -2.4% |
| Q1 2023 | $1,225,818 | +22.4% | 25,976 | +20.5% | 0.50% | +14.1% |
| Q4 2022 | $1,001,165 | +40.2% | 21,558 | +39.2% | 0.43% | +30.7% |
| Q3 2022 | $714,000 | -1.1% | 15,486 | +1.7% | 0.33% | +3.4% |
| Q2 2022 | $722,000 | +7.1% | 15,232 | +9.5% | 0.32% | +29.4% |
| Q1 2022 | $674,000 | -32.9% | 13,905 | -30.2% | 0.25% | -30.9% |
| Q4 2021 | $1,005,000 | – | 19,935 | – | 0.36% | – |
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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% |