COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$5,284,000
+7.5%
107,071
+8.6%
0.57%
+6.9%
Q4 2017$4,914,000
+8.2%
98,607
+9.2%
0.53%
+0.9%
Q3 2017$4,541,000
-9.7%
90,336
-9.8%
0.53%
-18.6%
Q2 2017$5,031,000
+11.2%
100,100
+10.9%
0.65%
+3.8%
Q1 2017$4,525,00090,2800.62%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 28,032$2,809,0002.90%
NORTHWEST INVESTMENT COUNSELORS, LLC 28,553$2,861,0001.83%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,936$118,618,0000.89%
PHILLIPS FINANCIAL MANAGEMENT, LLC 22,740$2,281,0000.65%
ENVESTNET ASSET MANAGEMENT INC 585,912$58,703,0000.60%
Towercrest Capital Management 3,662$367,0000.42%
Homrich & Berg 38,427$3,850,0000.39%
LADENBURG THALMANN FINANCIAL SERVICES INC. 113,195$11,341,0000.25%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 4,265$427,310,0000.20%
COBIZ WEALTH, LLC 7,734$775,0000.18%
View complete list of ISHARES TR shareholders