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 | $210,759,996 | -0.6% | 4,544,200 | 0.0% | 0.66% | +10.6% |
Q2 2023 | $211,941,488 | -1.1% | 4,544,200 | 0.0% | 0.60% | -6.7% |
Q1 2023 | $214,281,751 | +1.5% | 4,544,200 | 0.0% | 0.64% | -6.3% |
Q4 2022 | $211,032,648 | +0.7% | 4,544,200 | 0.0% | 0.68% | +2.4% |
Q3 2022 | $209,488,000 | +27.0% | 4,544,200 | +30.6% | 0.66% | +54.3% |
Q2 2022 | $164,952,000 | – | 3,480,000 | – | 0.43% | – |
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% |