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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $256,945 | -0.6% | 5,540 | 0.0% | 0.10% | +5.3% |
Q2 2023 | $258,386 | -18.7% | 5,540 | -17.8% | 0.10% | -21.5% |
Q1 2023 | $317,825 | -19.7% | 6,740 | -20.9% | 0.12% | -21.9% |
Q4 2022 | $395,685 | -0.3% | 8,520 | -1.2% | 0.16% | -7.7% |
Q3 2022 | $397,000 | -2.9% | 8,620 | 0.0% | 0.17% | +3.7% |
Q2 2022 | $409,000 | -2.2% | 8,620 | -2.3% | 0.16% | +14.1% |
Q1 2022 | $418,000 | -3.7% | 8,819 | +2.4% | 0.14% | +0.7% |
Q4 2021 | $434,000 | -1.1% | 8,614 | +0.1% | 0.14% | -5.4% |
Q3 2021 | $439,000 | – | 8,605 | – | 0.15% | – |
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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% |