ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $80,622,601 | -34.2% | 1,738,305 | -33.8% | 0.01% | -30.8% |
Q2 2023 | $122,528,360 | -9.5% | 2,627,109 | -8.5% | 0.01% | -7.1% |
Q1 2023 | $135,371,828 | +25.6% | 2,870,784 | +23.7% | 0.01% | +16.7% |
Q4 2022 | $107,783,275 | -14.8% | 2,320,915 | -15.5% | 0.01% | -20.0% |
Q3 2022 | $126,566,000 | +10.9% | 2,745,486 | +14.0% | 0.02% | +15.4% |
Q2 2022 | $114,113,000 | -16.9% | 2,407,439 | -15.0% | 0.01% | 0.0% |
Q1 2022 | $137,321,000 | -12.5% | 2,833,707 | -8.9% | 0.01% | -13.3% |
Q4 2021 | $156,947,000 | +0.2% | 3,112,169 | +1.5% | 0.02% | -6.2% |
Q3 2021 | $156,654,000 | -2.3% | 3,067,435 | -1.9% | 0.02% | -5.9% |
Q2 2021 | $160,334,000 | +6.4% | 3,126,025 | +6.4% | 0.02% | 0.0% |
Q1 2021 | $150,730,000 | +11.6% | 2,938,791 | +12.4% | 0.02% | 0.0% |
Q4 2020 | $135,064,000 | +8.2% | 2,615,489 | +8.0% | 0.02% | 0.0% |
Q3 2020 | $124,840,000 | +13.2% | 2,421,711 | +13.0% | 0.02% | 0.0% |
Q2 2020 | $110,305,000 | +10.3% | 2,143,099 | +8.2% | 0.02% | -5.6% |
Q1 2020 | $99,984,000 | -18.2% | 1,979,887 | -18.4% | 0.02% | 0.0% |
Q4 2019 | $122,282,000 | +8.9% | 2,426,230 | +9.1% | 0.02% | +5.9% |
Q3 2019 | $112,298,000 | -18.9% | 2,224,167 | -19.0% | 0.02% | -19.0% |
Q2 2019 | $138,434,000 | +10.4% | 2,745,066 | +9.1% | 0.02% | +10.5% |
Q1 2019 | $125,437,000 | +38.9% | 2,515,769 | +36.7% | 0.02% | +18.8% |
Q4 2018 | $90,282,000 | +10.3% | 1,840,226 | +10.1% | 0.02% | +23.1% |
Q3 2018 | $81,883,000 | +23.5% | 1,671,070 | +23.7% | 0.01% | +18.2% |
Q2 2018 | $66,278,000 | +40.2% | 1,350,401 | +41.0% | 0.01% | +37.5% |
Q1 2018 | $47,268,000 | -14.2% | 957,814 | -13.4% | 0.01% | -11.1% |
Q4 2017 | $55,113,000 | +59.8% | 1,106,031 | +61.2% | 0.01% | +80.0% |
Q3 2017 | $34,483,000 | -3.2% | 685,947 | -3.2% | 0.01% | -28.6% |
Q2 2017 | $35,628,000 | +6.6% | 708,876 | +6.3% | 0.01% | 0.0% |
Q1 2017 | $33,409,000 | +21.4% | 666,594 | +21.1% | 0.01% | +16.7% |
Q4 2016 | $27,527,000 | +36.1% | 550,537 | +37.8% | 0.01% | +50.0% |
Q3 2016 | $20,231,000 | +11.2% | 399,428 | +122.9% | 0.00% | 0.0% |
Q2 2016 | $18,200,000 | +2.1% | 179,209 | +1.2% | 0.00% | 0.0% |
Q1 2016 | $17,826,000 | +33.2% | 177,163 | +31.5% | 0.00% | +33.3% |
Q4 2015 | $13,378,000 | +6.5% | 134,759 | +7.6% | 0.00% | 0.0% |
Q3 2015 | $12,564,000 | +30.0% | 125,223 | +30.1% | 0.00% | 0.0% |
Q2 2015 | $9,661,000 | +20.5% | 96,264 | +21.2% | 0.00% | 0.0% |
Q1 2015 | $8,015,000 | +17.7% | 79,426 | +16.9% | 0.00% | +50.0% |
Q4 2014 | $6,807,000 | +19.4% | 67,945 | +19.3% | 0.00% | 0.0% |
Q3 2014 | $5,702,000 | +313.2% | 56,965 | +315.0% | 0.00% | – |
Q2 2014 | $1,380,000 | +37.0% | 13,725 | +36.8% | 0.00% | – |
Q1 2014 | $1,007,000 | -3.9% | 10,035 | -4.2% | 0.00% | – |
Q4 2013 | $1,048,000 | +44.4% | 10,470 | +44.2% | 0.00% | – |
Q3 2013 | $726,000 | +161.2% | 7,262 | +160.3% | 0.00% | – |
Q2 2013 | $278,000 | – | 2,790 | – | 0.00% | – |
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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% |