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 | $3,349,795 | -7.0% | 70,716 | -6.9% | 0.74% | -20.6% |
| Q1 2024 | $3,601,657 | -1.3% | 75,920 | -1.1% | 0.93% | -1.5% |
| Q4 2023 | $3,650,846 | -1.9% | 76,763 | -4.4% | 0.95% | -11.8% |
| Q3 2023 | $3,723,392 | -3.5% | 80,280 | -2.9% | 1.07% | -4.5% |
| Q2 2023 | $3,856,680 | -1.4% | 82,690 | -0.3% | 1.12% | -9.2% |
| Q1 2023 | $3,912,875 | -8.7% | 82,979 | -10.1% | 1.24% | -17.7% |
| Q4 2022 | $4,284,824 | – | 92,266 | – | 1.50% | – |
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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% |