ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,483,236 | +15.2% | 395,025 | +12.8% | 3.67% | +8.4% |
| Q3 2022 | $16,048,000 | +3.8% | 350,096 | +7.1% | 3.38% | +5.4% |
| Q2 2022 | $15,455,000 | +2.9% | 326,745 | +4.4% | 3.21% | +14.7% |
| Q1 2022 | $15,020,000 | -5.0% | 312,992 | -1.0% | 2.80% | -5.3% |
| Q4 2021 | $15,811,000 | +10.7% | 316,035 | +12.5% | 2.95% | +32.9% |
| Q3 2021 | $14,280,000 | +18.6% | 280,938 | +19.5% | 2.22% | +13.3% |
| Q2 2021 | $12,039,000 | +14.5% | 235,001 | +14.8% | 1.96% | +3.9% |
| Q1 2021 | $10,512,000 | +14.4% | 204,639 | +15.0% | 1.88% | +11.1% |
| Q4 2020 | $9,189,000 | +34.0% | 178,011 | +33.5% | 1.70% | +21.5% |
| Q3 2020 | $6,860,000 | – | 133,331 | – | 1.40% | – |
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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% |