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 | $633,783 | +99395.0% | 13,665 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $637 | -1.1% | 13,665 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $644 | +1.4% | 13,665 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $635 | -99.9% | 13,665 | 0.0% | 0.03% | -34.9% |
| Q3 2022 | $630,000 | -34.5% | 13,665 | -32.7% | 0.04% | +2.4% |
| Q2 2022 | $962,000 | -35.5% | 20,295 | -34.1% | 0.04% | -26.3% |
| Q1 2022 | $1,492,000 | -3.9% | 30,780 | 0.0% | 0.06% | +1.8% |
| Q4 2021 | $1,553,000 | +76.1% | 30,780 | +78.3% | 0.06% | +64.7% |
| Q3 2021 | $882,000 | +254.2% | 17,265 | +256.1% | 0.03% | +277.8% |
| Q2 2021 | $249,000 | 0.0% | 4,848 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $249,000 | – | 4,848 | – | 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% |