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 | $414 | +20.0% | 8,918 | +20.6% | 0.03% | +26.1% |
| Q2 2023 | $345 | -26.1% | 7,393 | -25.3% | 0.02% | -30.3% |
| Q1 2023 | $467 | +1.7% | 9,893 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $459 | -99.9% | 9,893 | -5.0% | 0.03% | -10.5% |
| Q3 2022 | $480,000 | -2.8% | 10,418 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $494,000 | -2.2% | 10,418 | 0.0% | 0.04% | +8.6% |
| Q1 2022 | $505,000 | 0.0% | 10,418 | +4.0% | 0.04% | +2.9% |
| Q4 2021 | $505,000 | +67.2% | 10,018 | +69.3% | 0.03% | +54.5% |
| Q3 2021 | $302,000 | – | 5,918 | – | 0.02% | – |
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% |