ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,064 | +19.4% | 1,101 | +20.1% | 0.00% | +33.3% |
| Q2 2023 | $42,768 | -2.1% | 917 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $43,665 | -20.3% | 926 | -21.5% | 0.00% | -25.0% |
| Q4 2022 | $54,799 | +813.3% | 1,180 | +755.1% | 0.00% | +300.0% |
| Q3 2022 | $6,000 | -14.3% | 138 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 141 | -9.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -89.0% | 155 | -89.4% | 0.00% | -75.0% |
| Q4 2021 | $73,000 | -1.4% | 1,456 | +1.1% | 0.00% | -20.0% |
| Q3 2021 | $74,000 | +1.4% | 1,440 | +1.8% | 0.01% | 0.0% |
| Q2 2021 | $73,000 | -8.8% | 1,414 | -9.6% | 0.01% | -16.7% |
| Q1 2021 | $80,000 | +6.7% | 1,564 | +7.3% | 0.01% | 0.0% |
| Q4 2020 | $75,000 | -5.1% | 1,458 | -4.8% | 0.01% | -14.3% |
| Q3 2020 | $79,000 | -7.1% | 1,532 | -7.7% | 0.01% | -12.5% |
| Q2 2020 | $85,000 | 0.0% | 1,659 | -1.2% | 0.01% | -11.1% |
| Q1 2020 | $85,000 | -24.1% | 1,680 | -24.5% | 0.01% | -18.2% |
| Q4 2019 | $112,000 | -61.5% | 2,226 | -61.4% | 0.01% | -84.7% |
| Q3 2019 | $291,000 | -67.2% | 5,764 | -67.2% | 0.07% | -20.0% |
| Q2 2019 | $887,000 | -56.8% | 17,580 | -57.3% | 0.09% | -57.5% |
| Q1 2019 | $2,054,000 | -26.5% | 41,197 | -27.7% | 0.21% | -36.5% |
| Q4 2018 | $2,795,000 | +16341.2% | 56,984 | +16042.8% | 0.33% | +6580.0% |
| Q3 2018 | $17,000 | – | 353 | – | 0.01% | – |
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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% |