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 | $1,611,056 | +21.4% | 34,736 | +22.1% | 1.16% | +3.9% |
| Q2 2023 | $1,327,001 | +8.6% | 28,452 | +9.8% | 1.12% | +4.1% |
| Q1 2023 | $1,222,305 | +11.0% | 25,921 | +9.3% | 1.07% | +2.5% |
| Q4 2022 | $1,101,000 | -8.1% | 23,714 | -8.7% | 1.05% | -20.0% |
| Q3 2022 | $1,198,000 | +8.2% | 25,983 | +11.3% | 1.31% | +17.9% |
| Q2 2022 | $1,107,000 | +3.1% | 23,347 | +5.3% | 1.11% | +2.4% |
| Q1 2022 | $1,074,000 | +1.0% | 22,162 | +5.1% | 1.08% | +6.0% |
| Q4 2021 | $1,063,000 | – | 21,079 | – | 1.02% | – |
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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% |