ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $483,575 | -52.6% | 10,255 | -53.3% | 0.06% | -55.2% |
| Q4 2022 | $1,020,287 | +11.0% | 21,970 | +10.2% | 0.14% | -4.0% |
| Q3 2022 | $919,000 | -14.0% | 19,935 | -11.6% | 0.15% | -10.8% |
| Q2 2022 | $1,069,000 | +12.1% | 22,545 | +14.5% | 0.17% | +24.6% |
| Q1 2022 | $954,000 | -7.8% | 19,695 | -4.0% | 0.13% | -8.8% |
| Q4 2021 | $1,035,000 | -13.5% | 20,520 | -12.4% | 0.15% | -21.0% |
| Q3 2021 | $1,196,000 | +23.2% | 23,425 | +23.7% | 0.19% | +22.4% |
| Q2 2021 | $971,000 | +45.1% | 18,930 | +45.2% | 0.15% | +39.4% |
| Q1 2021 | $669,000 | – | 13,035 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 351,191 | $17,732,000 | 10.84% |
| Divergent Wealth Advisors | 632,455 | $31,933,000 | 9.89% |
| Old North State Trust, LLC | 269,362 | $13,600,000 | 9.22% |
| BCM ADVISORS, LLC | 365,872 | $18,473,000 | 7.95% |
| Courage Miller Partners, LLC | 267,996 | $13,531,000 | 7.46% |
| Lee Financial Co | 512,613 | $25,882,000 | 5.82% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 127,871 | $6,456,000 | 5.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 218,872 | $11,051,000 | 3.92% |
| Abundance Wealth Counselors | 239,263 | $12,080,000 | 3.68% |
| Global Strategic Investment Solutions, LLC | 186,005 | $9,391,000 | 3.67% |