ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | -12.5% | 161 | 0.0% | 0.00% | – |
| Q2 2023 | $8 | 0.0% | 161 | 0.0% | 0.00% | – |
| Q1 2023 | $8 | +14.3% | 161 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 161 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 161 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 161 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -57.9% | 161 | -58.0% | 0.00% | – |
| Q4 2021 | $19,000 | -34.5% | 383 | -33.4% | 0.00% | – |
| Q3 2021 | $29,000 | -23.7% | 575 | -22.3% | 0.00% | – |
| Q2 2021 | $38,000 | +153.3% | 740 | +147.5% | 0.00% | – |
| Q4 2017 | $15,000 | – | 299 | – | 0.00% | – |
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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% |