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 | $317,259 | -1.1% | 6,876 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $320,834 | -4.2% | 6,876 | -3.2% | 0.00% | 0.0% |
Q1 2023 | $335,072 | +1.0% | 7,105 | -0.6% | 0.00% | -25.0% |
Q4 2022 | $331,849 | -12.2% | 7,150 | -12.6% | 0.00% | 0.0% |
Q3 2022 | $378,080 | -29.5% | 8,180 | -27.4% | 0.00% | -33.3% |
Q2 2022 | $536,031 | -2.2% | 11,273 | -0.8% | 0.01% | +20.0% |
Q1 2022 | $548,182 | -5.1% | 11,366 | -0.7% | 0.01% | -16.7% |
Q4 2021 | $577,931 | – | 11,446 | – | 0.01% | – |
Download |
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% |