ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,168 | -0.9% | 20,307 | -0.1% | 0.20% | 0.0% |
| Q2 2023 | $945,803 | -15.5% | 20,318 | -14.4% | 0.20% | -17.1% |
| Q1 2023 | $1,119,601 | -3.5% | 23,743 | -5.0% | 0.25% | -5.4% |
| Q4 2022 | $1,160,628 | -22.1% | 24,992 | -22.6% | 0.26% | -27.2% |
| Q3 2022 | $1,489,000 | -5.6% | 32,292 | -3.0% | 0.36% | +1.7% |
| Q2 2022 | $1,578,000 | -20.9% | 33,292 | -19.2% | 0.35% | -7.9% |
| Q1 2022 | $1,996,000 | -14.5% | 41,181 | -11.0% | 0.38% | -8.0% |
| Q4 2021 | $2,334,000 | +21.9% | 46,281 | +23.4% | 0.41% | +14.0% |
| Q3 2021 | $1,915,000 | +13.3% | 37,501 | +13.8% | 0.36% | +13.1% |
| Q2 2021 | $1,690,000 | -12.9% | 32,961 | -12.9% | 0.32% | -18.9% |
| Q1 2021 | $1,941,000 | +16.6% | 37,846 | +17.4% | 0.40% | +12.2% |
| Q4 2020 | $1,665,000 | +120.2% | 32,245 | +115.1% | 0.35% | +65.0% |
| Q2 2019 | $756,000 | +1.2% | 14,990 | 0.0% | 0.21% | +2.4% |
| Q1 2019 | $747,000 | – | 14,990 | – | 0.21% | – |
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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% |