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 | $8,457,935 | -12.7% | 182,362 | -12.2% | 0.01% | -12.5% |
| Q2 2023 | $9,691,953 | +9.2% | 207,803 | +10.4% | 0.01% | 0.0% |
| Q1 2023 | $8,878,673 | -3.2% | 188,287 | -4.7% | 0.01% | -11.1% |
| Q4 2022 | $9,174,197 | -0.9% | 197,549 | -1.6% | 0.01% | -10.0% |
| Q3 2022 | $9,255,000 | +4.3% | 200,751 | +7.3% | 0.01% | +11.1% |
| Q2 2022 | $8,870,000 | +3.5% | 187,131 | +5.8% | 0.01% | +12.5% |
| Q1 2022 | $8,573,000 | +31.3% | 176,936 | +36.7% | 0.01% | +60.0% |
| Q4 2021 | $6,529,000 | +28.6% | 129,463 | +30.2% | 0.01% | 0.0% |
| Q3 2021 | $5,078,000 | +11.8% | 99,427 | +12.2% | 0.01% | +25.0% |
| Q2 2021 | $4,544,000 | +10.1% | 88,627 | +10.1% | 0.00% | 0.0% |
| Q1 2021 | $4,127,000 | +31.9% | 80,488 | +32.8% | 0.00% | +33.3% |
| Q4 2020 | $3,130,000 | +2.5% | 60,602 | +2.4% | 0.00% | -25.0% |
| Q3 2020 | $3,053,000 | -5.6% | 59,210 | -5.7% | 0.00% | 0.0% |
| Q2 2020 | $3,233,000 | +2.3% | 62,805 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $3,159,000 | -0.1% | 62,551 | -0.3% | 0.00% | +33.3% |
| Q4 2019 | $3,162,000 | +12.4% | 62,729 | +12.6% | 0.00% | 0.0% |
| Q3 2019 | $2,813,000 | +3.4% | 55,726 | +3.3% | 0.00% | 0.0% |
| Q2 2019 | $2,721,000 | +45.0% | 53,955 | +43.4% | 0.00% | +50.0% |
| Q1 2019 | $1,876,000 | +26.8% | 37,638 | +24.8% | 0.00% | 0.0% |
| Q4 2018 | $1,479,000 | +11.5% | 30,154 | +11.5% | 0.00% | +100.0% |
| Q3 2018 | $1,326,000 | +39.1% | 27,040 | +39.3% | 0.00% | 0.0% |
| Q2 2018 | $953,000 | +45.5% | 19,414 | +46.4% | 0.00% | 0.0% |
| Q1 2018 | $655,000 | +26.7% | 13,261 | +28.1% | 0.00% | 0.0% |
| Q4 2017 | $517,000 | +15.4% | 10,352 | +16.4% | 0.00% | – |
| Q3 2017 | $448,000 | +38.7% | 8,895 | +38.7% | 0.00% | – |
| Q2 2017 | $323,000 | +12.5% | 6,413 | +11.8% | 0.00% | – |
| Q1 2017 | $287,000 | -0.7% | 5,735 | -0.8% | 0.00% | – |
| Q4 2016 | $289,000 | +16.1% | 5,784 | +17.3% | 0.00% | – |
| Q3 2016 | $249,000 | +2.5% | 4,932 | +106.7% | 0.00% | – |
| Q2 2016 | $243,000 | +38.1% | 2,386 | +37.1% | 0.00% | – |
| Q1 2016 | $176,000 | +4300.0% | 1,740 | +4250.0% | 0.00% | – |
| Q4 2015 | $4,000 | -33.3% | 40 | -33.3% | 0.00% | – |
| Q3 2015 | $6,000 | +50.0% | 60 | +50.0% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | – | 40 | – | 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% |