ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 157 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $51,986 | +3.7% | 1,093 | +1.1% | 0.00% | -20.0% |
| Q3 2023 | $50,122 | -90.6% | 1,081 | -89.8% | 0.01% | -96.3% |
| Q3 2019 | $533,000 | +0.4% | 10,557 | +0.2% | 0.14% | +1.5% |
| Q2 2019 | $531,000 | +11.1% | 10,539 | +10.0% | 0.13% | +7.2% |
| Q1 2019 | $478,000 | -20.9% | 9,580 | -22.1% | 0.12% | -22.8% |
| Q4 2018 | $604,000 | +64.6% | 12,304 | +64.3% | 0.16% | +72.3% |
| Q3 2018 | $367,000 | +42.2% | 7,488 | +42.6% | 0.09% | +38.2% |
| Q2 2018 | $258,000 | +80.4% | 5,251 | +81.6% | 0.07% | +78.9% |
| Q1 2018 | $143,000 | +581.0% | 2,891 | +586.7% | 0.04% | +660.0% |
| Q4 2017 | $21,000 | – | 421 | – | 0.01% | – |
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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% |