ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $5,492,000 | +0.2% | 109,570 | 0.0% | 0.80% | -3.3% |
| Q4 2016 | $5,479,000 | -1.3% | 109,570 | 0.0% | 0.83% | +2.7% |
| Q3 2016 | $5,550,000 | -0.3% | 109,570 | +100.0% | 0.80% | -6.3% |
| Q2 2016 | $5,564,000 | +1.0% | 54,785 | 0.0% | 0.86% | -8.0% |
| Q1 2016 | $5,511,000 | +1.3% | 54,785 | 0.0% | 0.93% | -3.0% |
| Q4 2015 | $5,439,000 | -1.1% | 54,785 | 0.0% | 0.96% | +1.1% |
| Q3 2015 | $5,497,000 | – | 54,785 | – | 0.95% | – |
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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% |