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 | $34,727 | +10.9% | 749 | +11.5% | 0.00% | – |
| Q2 2023 | $31,325 | -70.9% | 672 | -70.6% | 0.00% | – |
| Q1 2023 | $107,632 | +2026.3% | 2,282 | +1993.6% | 0.00% | – |
| Q4 2022 | $5,062 | -15.6% | 109 | -19.9% | 0.00% | – |
| Q3 2022 | $6,000 | – | 136 | +1260.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 10 | -99.3% | 0.00% | – |
| Q1 2022 | $65,000 | -65.1% | 1,353 | -63.5% | 0.00% | – |
| Q4 2021 | $186,000 | +43.1% | 3,702 | +45.6% | 0.00% | – |
| Q3 2021 | $130,000 | +132.1% | 2,542 | +133.0% | 0.00% | – |
| Q2 2021 | $56,000 | +33.3% | 1,091 | +35.7% | 0.00% | – |
| Q1 2021 | $42,000 | +950.0% | 804 | +834.9% | 0.00% | – |
| Q4 2020 | $4,000 | -92.2% | 86 | -91.3% | 0.00% | – |
| Q3 2020 | $51,000 | +920.0% | 990 | +987.9% | 0.00% | – |
| Q2 2020 | $5,000 | -88.6% | 91 | -89.8% | 0.00% | – |
| Q1 2020 | $44,000 | -50.6% | 889 | -49.5% | 0.00% | – |
| Q4 2019 | $89,000 | -21.9% | 1,762 | -21.9% | 0.00% | – |
| Q3 2019 | $114,000 | +338.5% | 2,256 | +330.5% | 0.00% | – |
| Q2 2019 | $26,000 | -3.7% | 524 | -4.4% | 0.00% | – |
| Q1 2019 | $27,000 | +12.5% | 548 | +8.9% | 0.00% | – |
| Q4 2018 | $24,000 | -62.5% | 503 | -61.7% | 0.00% | – |
| Q3 2018 | $64,000 | – | 1,313 | – | 0.00% | – |
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% |