ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $964 | +1.0% | 20,788 | +1.7% | 0.02% | 0.0% |
| Q2 2023 | $954 | -8.9% | 20,444 | -8.0% | 0.02% | -16.7% |
| Q1 2023 | $1,047 | -99.9% | 22,211 | -12.7% | 0.02% | -14.3% |
| Q4 2022 | $1,181,000 | -99.6% | 25,428 | +337.7% | 0.02% | +320.0% |
| Q3 2022 | $268,000,000 | +98068.5% | 5,809 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $273,000 | -12.2% | 5,760 | -10.2% | 0.01% | 0.0% |
| Q1 2022 | $311,000 | -99.9% | 6,413 | -7.7% | 0.01% | -16.7% |
| Q4 2021 | $350,000,000 | +97665.4% | 6,948 | -0.8% | 0.01% | -14.3% |
| Q3 2021 | $358,000 | -0.6% | 7,003 | -0.2% | 0.01% | -12.5% |
| Q2 2021 | $360,000 | +1.7% | 7,017 | +1.7% | 0.01% | -11.1% |
| Q1 2021 | $354,000 | +35.6% | 6,901 | +36.1% | 0.01% | 0.0% |
| Q3 2020 | $261,000 | +1.6% | 5,072 | +1.8% | 0.01% | -10.0% |
| Q2 2020 | $257,000 | -0.8% | 4,984 | -2.8% | 0.01% | -54.5% |
| Q1 2020 | $259,000 | -37.4% | 5,130 | -37.5% | 0.02% | +29.4% |
| Q4 2019 | $414,000 | -1.4% | 8,211 | -1.4% | 0.02% | -15.0% |
| Q3 2019 | $420,000 | -11.9% | 8,328 | -12.0% | 0.02% | -62.3% |
| Q2 2019 | $477,000 | +10.7% | 9,460 | +9.1% | 0.05% | +120.8% |
| Q1 2019 | $431,000 | +7.5% | 8,674 | +6.3% | 0.02% | -61.3% |
| Q4 2018 | $401,000 | -2.2% | 8,160 | -2.7% | 0.06% | -6.1% |
| Q3 2018 | $410,000 | +13.6% | 8,389 | +13.7% | 0.07% | +3.1% |
| Q2 2018 | $361,000 | +13.2% | 7,375 | +13.8% | 0.06% | -9.9% |
| Q1 2018 | $319,000 | – | 6,480 | – | 0.07% | – |
Download | ||||||
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% |