ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,626,593 | -13.7% | 35,071 | -13.2% | 0.00% | 0.0% |
| Q2 2023 | $1,885,235 | +337.3% | 40,421 | +342.1% | 0.00% | +200.0% |
| Q1 2023 | $431,138 | -4.8% | 9,143 | -6.2% | 0.00% | 0.0% |
| Q4 2022 | $452,836 | +863.5% | 9,751 | +866.4% | 0.00% | – |
| Q3 2022 | $47,000 | +56.7% | 1,009 | +60.7% | 0.00% | – |
| Q2 2022 | $30,000 | 0.0% | 628 | 0.0% | 0.00% | – |
| Q1 2022 | $30,000 | -57.7% | 628 | -55.2% | 0.00% | – |
| Q4 2021 | $71,000 | -1.4% | 1,403 | 0.0% | 0.00% | – |
| Q3 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
| Q2 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
| Q1 2021 | $72,000 | 0.0% | 1,403 | 0.0% | 0.00% | – |
| Q4 2020 | $72,000 | -94.7% | 1,403 | -94.7% | 0.00% | -100.0% |
| Q3 2020 | $1,352,000 | +208.0% | 26,231 | +207.5% | 0.00% | +200.0% |
| Q2 2020 | $439,000 | +295.5% | 8,531 | +287.1% | 0.00% | – |
| Q1 2020 | $111,000 | 0.0% | 2,204 | 0.0% | 0.00% | – |
| Q4 2019 | $111,000 | +4.7% | 2,204 | +4.8% | 0.00% | – |
| Q3 2019 | $106,000 | +29.3% | 2,103 | +28.8% | 0.00% | – |
| Q2 2019 | $82,000 | -34.9% | 1,633 | -35.0% | 0.00% | – |
| Q1 2019 | $126,000 | -66.0% | 2,513 | -66.7% | 0.00% | -100.0% |
| Q4 2018 | $371,000 | -15.5% | 7,556 | -15.7% | 0.00% | 0.0% |
| Q3 2018 | $439,000 | -2.9% | 8,960 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $452,000 | +6.4% | 9,221 | +7.1% | 0.00% | 0.0% |
| Q1 2018 | $425,000 | +31.2% | 8,610 | +32.1% | 0.00% | 0.0% |
| Q4 2017 | $324,000 | +2.5% | 6,517 | +3.6% | 0.00% | 0.0% |
| Q3 2017 | $316,000 | +17.0% | 6,289 | +17.1% | 0.00% | 0.0% |
| Q2 2017 | $270,000 | +7.6% | 5,372 | +7.4% | 0.00% | 0.0% |
| Q1 2017 | $251,000 | +5.5% | 5,001 | +5.1% | 0.00% | 0.0% |
| Q4 2016 | $238,000 | +33.7% | 4,759 | +35.1% | 0.00% | 0.0% |
| Q3 2016 | $178,000 | +7.2% | 3,523 | +115.6% | 0.00% | 0.0% |
| Q2 2016 | $166,000 | +133.8% | 1,634 | +130.1% | 0.00% | – |
| Q1 2016 | $71,000 | +144.8% | 710 | +146.5% | 0.00% | – |
| Q4 2015 | $29,000 | – | 288 | – | 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% |