ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 360 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,746 | -0.6% | 6,700 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $312,488 | -1.1% | 6,700 | 0.0% | 0.07% | -11.2% |
| Q1 2023 | $315,939 | +1.5% | 6,700 | 0.0% | 0.08% | -20.8% |
| Q4 2022 | $311,148 | +0.7% | 6,700 | 0.0% | 0.10% | -2.9% |
| Q3 2022 | $309,000 | -2.8% | 6,700 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $318,000 | -2.2% | 6,700 | 0.0% | 0.10% | +8.4% |
| Q1 2022 | $325,000 | -3.8% | 6,700 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $338,000 | -1.2% | 6,700 | 0.0% | 0.10% | -12.5% |
| Q3 2021 | $342,000 | -0.6% | 6,700 | 0.0% | 0.11% | -2.6% |
| Q2 2021 | $344,000 | 0.0% | 6,700 | 0.0% | 0.12% | -16.1% |
| Q1 2021 | $344,000 | – | 6,700 | – | 0.14% | – |
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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% |