ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $23,322,347 | +6.6% | 491,618 | +6.1% | 3.53% | +3.5% |
| Q4 2023 | $21,885,706 | +9.0% | 463,288 | +7.0% | 3.41% | -10.9% |
| Q3 2023 | $20,079,251 | +5.6% | 432,929 | +6.2% | 3.82% | +7.7% |
| Q2 2023 | $19,006,305 | +0.2% | 407,511 | +1.3% | 3.55% | -5.6% |
| Q1 2023 | $18,970,244 | +2.6% | 402,295 | +1.8% | 3.76% | +2.5% |
| Q4 2022 | $18,483,236 | +15.2% | 395,025 | +12.8% | 3.67% | +8.4% |
| Q3 2022 | $16,048,000 | +3.8% | 350,096 | +7.1% | 3.38% | +5.4% |
| Q2 2022 | $15,455,000 | +2.9% | 326,745 | +4.4% | 3.21% | +14.7% |
| Q1 2022 | $15,020,000 | -5.0% | 312,992 | -1.0% | 2.80% | -5.3% |
| Q4 2021 | $15,811,000 | +10.7% | 316,035 | +12.5% | 2.95% | +32.9% |
| Q3 2021 | $14,280,000 | +18.6% | 280,938 | +19.5% | 2.22% | +13.3% |
| Q2 2021 | $12,039,000 | +14.5% | 235,001 | +14.8% | 1.96% | +3.9% |
| Q1 2021 | $10,512,000 | +14.4% | 204,639 | +15.0% | 1.88% | +11.1% |
| Q4 2020 | $9,189,000 | +34.0% | 178,011 | +33.5% | 1.70% | +21.5% |
| Q3 2020 | $6,860,000 | – | 133,331 | – | 1.40% | – |
Download | ||||||
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% |