ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,138 | +34.7% | 542 | +35.5% | 0.00% | +50.0% |
| Q2 2023 | $18,656 | -1.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,862 | -32.1% | 400 | -33.1% | 0.00% | -50.0% |
| Q4 2022 | $27,771 | -0.8% | 598 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $28,000 | 0.0% | 598 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -99.7% | 598 | -99.7% | 0.01% | -99.7% |
| Q1 2022 | $10,541,000 | -0.1% | 217,527 | +4.0% | 1.60% | +0.9% |
| Q4 2021 | $10,550,000 | +4.6% | 209,193 | +6.0% | 1.59% | -4.7% |
| Q3 2021 | $10,083,000 | +9.0% | 197,426 | +9.4% | 1.67% | +3.9% |
| Q2 2021 | $9,254,000 | +26.8% | 180,420 | +26.8% | 1.60% | +12.5% |
| Q1 2021 | $7,299,000 | +19.9% | 142,306 | +20.7% | 1.43% | +9.7% |
| Q4 2020 | $6,090,000 | +28.3% | 117,927 | +28.1% | 1.30% | +11.0% |
| Q3 2020 | $4,747,000 | +1664.7% | 92,080 | +1663.0% | 1.17% | +1346.9% |
| Q2 2020 | $269,000 | – | 5,223 | +522200.0% | 0.08% | – |
| Q2 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 1 | – | 0.00% | – |
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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% |