ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $18,828,000 | +2.8% | 364,609 | +2.6% | 2.37% | -12.1% |
Q3 2020 | $18,316,000 | +21.5% | 355,306 | +21.3% | 2.70% | +15.4% |
Q2 2020 | $15,072,000 | +24.9% | 292,836 | +22.5% | 2.34% | +3.2% |
Q1 2020 | $12,068,000 | +152.8% | 238,973 | +152.3% | 2.26% | +189.3% |
Q4 2019 | $4,774,000 | +1222.4% | 94,720 | +1221.6% | 0.78% | +1123.4% |
Q3 2019 | $361,000 | +18.0% | 7,167 | +18.0% | 0.06% | +16.4% |
Q2 2019 | $306,000 | -3.8% | 6,072 | -5.0% | 0.06% | -6.8% |
Q1 2019 | $318,000 | +1.3% | 6,394 | -0.2% | 0.06% | -10.6% |
Q4 2018 | $314,000 | -4.3% | 6,406 | -4.4% | 0.07% | +10.0% |
Q3 2018 | $328,000 | -6.3% | 6,699 | -6.2% | 0.06% | -13.0% |
Q2 2018 | $350,000 | +28.7% | 7,139 | +30.3% | 0.07% | +27.8% |
Q4 2017 | $272,000 | +77.8% | 5,478 | +78.2% | 0.05% | +35.0% |
Q4 2016 | $153,000 | -0.6% | 3,074 | +100.0% | 0.04% | -7.0% |
Q1 2016 | $154,000 | – | 1,537 | – | 0.04% | – |
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% |