ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,884,000 | +7.1% | 136,948 | +7.0% | 0.04% | 0.0% |
| Q2 2017 | $6,430,000 | +22.4% | 127,944 | +22.1% | 0.04% | +17.1% |
| Q1 2017 | $5,252,000 | +26.2% | 104,790 | +25.8% | 0.04% | +12.9% |
| Q4 2016 | $4,163,000 | +18.6% | 83,267 | +20.1% | 0.03% | +10.7% |
| Q3 2016 | $3,511,000 | +15.9% | 69,318 | +132.4% | 0.03% | +7.7% |
| Q2 2016 | $3,029,000 | +80.6% | 29,829 | +79.0% | 0.03% | +73.3% |
| Q1 2016 | $1,677,000 | +48.0% | 16,663 | +46.0% | 0.02% | +36.4% |
| Q4 2015 | $1,133,000 | +94.3% | 11,410 | +96.2% | 0.01% | +83.3% |
| Q3 2015 | $583,000 | +44.3% | 5,815 | +44.5% | 0.01% | +50.0% |
| Q2 2015 | $404,000 | +72.6% | 4,023 | +73.8% | 0.00% | +100.0% |
| Q1 2015 | $234,000 | – | 2,315 | – | 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% |