ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,490,656 | -3.8% | 75,385 | -3.1% | 0.62% | -3.4% |
Q2 2023 | $3,629,900 | -1.1% | 77,828 | +0.0% | 0.64% | -9.7% |
Q1 2023 | $3,669,557 | +0.5% | 77,818 | -1.0% | 0.71% | -7.9% |
Q4 2022 | $3,651,753 | -29.9% | 78,637 | -30.5% | 0.78% | -37.7% |
Q3 2022 | $5,211,000 | -15.4% | 113,076 | -13.0% | 1.24% | -15.3% |
Q2 2022 | $6,163,000 | -2.8% | 130,040 | -0.6% | 1.47% | +15.4% |
Q1 2022 | $6,340,000 | +22.5% | 130,794 | +27.5% | 1.27% | +22.7% |
Q4 2021 | $5,177,000 | +77.4% | 102,576 | +79.7% | 1.04% | +14.7% |
Q3 2021 | $2,919,000 | +74.6% | 57,096 | +75.3% | 0.90% | +83.2% |
Q2 2021 | $1,672,000 | +55.2% | 32,579 | +55.2% | 0.49% | +25.4% |
Q1 2021 | $1,077,000 | +6.2% | 20,989 | +6.9% | 0.39% | -1.3% |
Q4 2020 | $1,014,000 | +60.7% | 19,635 | +60.3% | 0.40% | +20.2% |
Q3 2020 | $631,000 | – | 12,250 | – | 0.33% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
STERLING INVESTMENT ADVISORS LLC /ADV | 28,032 | $2,809,000 | 2.90% |
NORTHWEST INVESTMENT COUNSELORS, LLC | 28,553 | $2,861,000 | 1.83% |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,183,936 | $118,618,000 | 0.89% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 22,740 | $2,281,000 | 0.65% |
ENVESTNET ASSET MANAGEMENT INC | 585,912 | $58,703,000 | 0.60% |
Towercrest Capital Management | 3,662 | $367,000 | 0.42% |
Homrich & Berg | 38,427 | $3,850,000 | 0.39% |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 113,195 | $11,341,000 | 0.25% |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4,265 | $427,310,000 | 0.20% |
COBIZ WEALTH, LLC | 7,734 | $775,000 | 0.18% |