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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $921,408 | -28.9% | 19,756 | -29.2% | 0.09% | +62.1% |
| Q4 2022 | $1,295,913 | -5.9% | 27,905 | -6.6% | 0.06% | -28.4% |
| Q3 2022 | $1,377,000 | -0.6% | 29,867 | +2.5% | 0.08% | -34.1% |
| Q2 2022 | $1,386,000 | +4.8% | 29,145 | +6.8% | 0.12% | +64.0% |
| Q1 2022 | $1,322,000 | +42.8% | 27,280 | +48.6% | 0.08% | -3.8% |
| Q4 2021 | $926,000 | +30.1% | 18,359 | +32.3% | 0.08% | +36.8% |
| Q1 2021 | $712,000 | +161.8% | 13,874 | +163.4% | 0.06% | +128.0% |
| Q4 2020 | $272,000 | – | 5,267 | – | 0.02% | – |
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% |