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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $31,948 | -52.9% | 685 | -52.4% | 0.02% | -41.4% |
Q1 2023 | $67,856 | -7.8% | 1,439 | -9.2% | 0.03% | -19.4% |
Q4 2022 | $73,561 | -1.9% | 1,584 | -2.4% | 0.04% | +5.9% |
Q3 2022 | $75,000 | -25.0% | 1,623 | -23.3% | 0.03% | -24.4% |
Q2 2022 | $100,000 | -51.0% | 2,115 | -50.0% | 0.04% | +7.1% |
Q1 2022 | $204,000 | +1.0% | 4,230 | +5.8% | 0.04% | -52.8% |
Q4 2021 | $202,000 | -1.0% | 3,998 | 0.0% | 0.09% | -10.1% |
Q3 2021 | $204,000 | -0.5% | 3,998 | 0.0% | 0.10% | -5.7% |
Q2 2021 | $205,000 | 0.0% | 3,998 | 0.0% | 0.10% | -13.2% |
Q1 2021 | $205,000 | 0.0% | 3,998 | +0.6% | 0.12% | -11.7% |
Q4 2020 | $205,000 | 0.0% | 3,975 | 0.0% | 0.14% | -9.3% |
Q3 2020 | $205,000 | -0.5% | 3,975 | -0.6% | 0.15% | -5.6% |
Q2 2020 | $206,000 | +9.0% | 3,999 | +6.8% | 0.16% | -11.1% |
Q1 2020 | $189,000 | 0.0% | 3,746 | -0.3% | 0.18% | +13.2% |
Q4 2019 | $189,000 | – | 3,758 | – | 0.16% | – |
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% |