ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,735 | -0.6% | 10,669 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $494,738 | -1.1% | 10,604 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $500,131 | +43.8% | 10,604 | +41.6% | 0.00% | 0.0% |
| Q4 2022 | $347,849 | +3.5% | 7,489 | +2.7% | 0.00% | -50.0% |
| Q3 2022 | $336,000 | +33.3% | 7,289 | +8.5% | 0.00% | +100.0% |
| Q2 2022 | $252,000 | -16.6% | 6,720 | +7.8% | 0.00% | 0.0% |
| Q1 2022 | $302,000 | -3.8% | 6,236 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $314,000 | – | 6,236 | – | 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% |