ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 364 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $503,375 | +50.3% | 10,669 | +51.2% | 0.01% | -11.1% |
| Q1 2024 | $334,810 | -0.2% | 7,058 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $335,490 | -0.1% | 7,054 | -2.6% | 0.01% | -25.0% |
| Q3 2023 | $335,725 | -8.2% | 7,239 | -7.7% | 0.01% | 0.0% |
| Q2 2023 | $365,631 | -80.9% | 7,839 | -80.6% | 0.01% | -82.1% |
| Q1 2023 | $1,909,399 | – | 40,492 | – | 0.07% | – |
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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% |