ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346 | -26.4% | 7,458 | -26.0% | 0.06% | -24.1% |
| Q2 2023 | $470 | -21.5% | 10,073 | -20.7% | 0.08% | -24.8% |
| Q1 2023 | $599 | -10.9% | 12,709 | -11.3% | 0.10% | -13.2% |
| Q4 2022 | $672 | -99.9% | 14,322 | -10.4% | 0.12% | -20.9% |
| Q3 2022 | $733,000 | -22.3% | 15,985 | -19.7% | 0.15% | -23.1% |
| Q2 2022 | $943,000 | -9.1% | 19,905 | -7.0% | 0.20% | 0.0% |
| Q1 2022 | $1,037,000 | -10.4% | 21,397 | -6.7% | 0.20% | -6.6% |
| Q4 2021 | $1,157,000 | -21.9% | 22,943 | -20.9% | 0.21% | -20.5% |
| Q3 2021 | $1,482,000 | -1.4% | 29,017 | -1.0% | 0.27% | -2.2% |
| Q2 2021 | $1,503,000 | -14.7% | 29,309 | -14.7% | 0.27% | -20.3% |
| Q1 2021 | $1,761,000 | -13.7% | 34,340 | -13.1% | 0.34% | -19.6% |
| Q4 2020 | $2,040,000 | -13.7% | 39,504 | -13.8% | 0.43% | -20.9% |
| Q3 2020 | $2,364,000 | -10.1% | 45,853 | -10.3% | 0.54% | -10.7% |
| Q2 2020 | $2,630,000 | +1.8% | 51,107 | -0.1% | 0.61% | -15.1% |
| Q1 2020 | $2,583,000 | +5.1% | 51,143 | +4.9% | 0.71% | +16.1% |
| Q4 2019 | $2,458,000 | +62.6% | 48,776 | +62.8% | 0.62% | +48.2% |
| Q3 2019 | $1,512,000 | +350.0% | 29,955 | +349.3% | 0.42% | +351.1% |
| Q2 2019 | $336,000 | – | 6,667 | – | 0.09% | – |
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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% |