ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $382,000 | -1.5% | 8,278 | +1.1% | 0.02% | +4.5% |
| Q2 2022 | $388,000 | -0.8% | 8,187 | +1.5% | 0.02% | +10.0% |
| Q1 2022 | $391,000 | -1.0% | 8,064 | +2.9% | 0.02% | +5.3% |
| Q4 2021 | $395,000 | -53.6% | 7,833 | -52.8% | 0.02% | -58.7% |
| Q2 2021 | $851,000 | -3.0% | 16,591 | -2.9% | 0.05% | -11.5% |
| Q1 2021 | $877,000 | -0.7% | 17,091 | -0.0% | 0.05% | -13.3% |
| Q4 2020 | $883,000 | -5.3% | 17,093 | -5.5% | 0.06% | +22.4% |
| Q3 2020 | $932,000 | +0.2% | 18,079 | +0.0% | 0.05% | -39.5% |
| Q2 2020 | $930,000 | +1.9% | 18,076 | +0.0% | 0.08% | -50.3% |
| Q1 2020 | $913,000 | +0.2% | 18,071 | +0.0% | 0.16% | +3.2% |
| Q4 2019 | $911,000 | -5.3% | 18,069 | -5.2% | 0.16% | -23.7% |
| Q3 2019 | $962,000 | +0.1% | 19,056 | +0.0% | 0.21% | -7.6% |
| Q2 2019 | $961,000 | +1.2% | 19,048 | 0.0% | 0.22% | -0.9% |
| Q1 2019 | $950,000 | – | 19,048 | – | 0.23% | – |
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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% |