ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $418,893 | -14.2% | 8,843 | -14.0% | 0.02% | -17.9% |
| Q1 2024 | $487,968 | -0.6% | 10,286 | -0.4% | 0.03% | -9.7% |
| Q4 2023 | $491,105 | -9.3% | 10,326 | -11.6% | 0.03% | -20.5% |
| Q3 2023 | $541,672 | +4.8% | 11,679 | +5.4% | 0.04% | 0.0% |
| Q2 2023 | $516,631 | +41.6% | 11,077 | +43.2% | 0.04% | +21.9% |
| Q1 2023 | $364,744 | +1.6% | 7,735 | +0.1% | 0.03% | -11.1% |
| Q4 2022 | $358,888 | +3.4% | 7,728 | +2.6% | 0.04% | -7.7% |
| Q3 2022 | $347,087 | +27.9% | 7,529 | +31.5% | 0.04% | +34.5% |
| Q2 2022 | $271,318 | +11.2% | 5,724 | +18.3% | 0.03% | -63.8% |
| Q4 2019 | $243,936 | -7.4% | 4,840 | -7.2% | 0.08% | -27.3% |
| Q3 2019 | $263,356 | -7.0% | 5,216 | -7.1% | 0.11% | +0.9% |
| Q2 2019 | $283,114 | +1.1% | 5,614 | 0.0% | 0.11% | -5.2% |
| Q1 2019 | $279,914 | – | 5,614 | – | 0.12% | – |
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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% |