ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,606,324 | +4.7% | 287,235 | +4.9% | 1.29% | -5.6% |
| Q1 2024 | $12,989,888 | -15.9% | 273,817 | -15.7% | 1.36% | -20.5% |
| Q4 2023 | $15,444,397 | +13.9% | 324,735 | +11.1% | 1.71% | -2.4% |
| Q3 2023 | $13,557,384 | +13.3% | 292,311 | +14.0% | 1.76% | +11.2% |
| Q2 2023 | $11,960,688 | +34.5% | 256,447 | +36.0% | 1.58% | +23.1% |
| Q1 2023 | $8,894,473 | +26.7% | 188,622 | +24.8% | 1.28% | +16.2% |
| Q4 2022 | $7,018,013 | +19.8% | 151,120 | +19.0% | 1.10% | +6.6% |
| Q3 2022 | $5,856,000 | +187.1% | 127,026 | +195.1% | 1.04% | +159.6% |
| Q2 2022 | $2,040,000 | -30.5% | 43,039 | -29.0% | 0.40% | -23.3% |
| Q1 2022 | $2,936,000 | – | 60,586 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Co | 216,759 | $10,896,000 | 3.52% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 62,606 | $3,147,000 | 2.68% |
| Providence First Trust Co | 50,289 | $2,528,000 | 2.16% |
| NORTHSTAR INVESTMENT ADVISORS LLC | 119,445 | $8,896,000 | 1.74% |
| Horan Securities, Inc. | 31,233 | $1,567,000 | 1.54% |
| Rehmann Capital Advisory Group | 149,870 | $7,534,000 | 1.36% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 122,014 | $6,134,000 | 1.34% |
| Destination Wealth Management | 345,413 | $17,364,000 | 1.11% |
| Citizens Business Bank | 120,935 | $6,079,000 | 1.02% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 41,553 | $2,089,000 | 0.90% |