ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,423,164 | -1.7% | 73,807 | -1.1% | 0.44% | -0.4% |
| Q2 2023 | $3,480,785 | -7.6% | 74,631 | -6.6% | 0.44% | -14.3% |
| Q1 2023 | $3,767,501 | -8.5% | 79,896 | -9.9% | 0.52% | -21.1% |
| Q4 2022 | $4,117,231 | +525.7% | 88,657 | +520.7% | 0.66% | +448.3% |
| Q3 2022 | $658,000 | -61.6% | 14,283 | -60.5% | 0.12% | -61.3% |
| Q2 2022 | $1,713,000 | -6.2% | 36,129 | -4.2% | 0.31% | -3.7% |
| Q1 2022 | $1,827,000 | +50.2% | 37,710 | +56.4% | 0.32% | +38.2% |
| Q4 2021 | $1,216,000 | -11.7% | 24,112 | -10.6% | 0.23% | -26.7% |
| Q3 2021 | $1,377,000 | -0.9% | 26,962 | -0.4% | 0.32% | -5.9% |
| Q2 2021 | $1,389,000 | +7.2% | 27,081 | +7.2% | 0.34% | -10.1% |
| Q1 2021 | $1,296,000 | -20.3% | 25,273 | -19.8% | 0.38% | -32.6% |
| Q4 2020 | $1,626,000 | -2.1% | 31,496 | -2.3% | 0.56% | -17.5% |
| Q3 2020 | $1,661,000 | +0.4% | 32,225 | +0.3% | 0.68% | -9.9% |
| Q2 2020 | $1,654,000 | -53.3% | 32,143 | -54.2% | 0.75% | -66.8% |
| Q1 2020 | $3,543,000 | +10.3% | 70,162 | +10.1% | 2.26% | +11.6% |
| Q4 2019 | $3,211,000 | +13.1% | 63,713 | +13.4% | 2.03% | +2.8% |
| Q3 2019 | $2,838,000 | +20.5% | 56,202 | +20.3% | 1.97% | +12.4% |
| Q2 2019 | $2,356,000 | +16.7% | 46,713 | +15.4% | 1.75% | +11.7% |
| Q1 2019 | $2,019,000 | – | 40,494 | – | 1.57% | – |
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% |