ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 384 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,599,537 | -0.1% | 34,296 | +1.0% | 0.00% | – |
| Q1 2023 | $1,601,853 | -0.6% | 33,970 | -2.1% | 0.00% | – |
| Q4 2022 | $1,611,781 | -0.6% | 34,707 | -1.3% | 0.00% | – |
| Q3 2022 | $1,621,000 | -59.1% | 35,167 | -57.9% | 0.00% | -100.0% |
| Q2 2022 | $3,962,000 | +875.9% | 83,577 | +951.4% | 0.00% | – |
| Q3 2021 | $406,000 | -0.5% | 7,949 | 0.0% | 0.00% | – |
| Q2 2021 | $408,000 | -81.6% | 7,949 | -81.5% | 0.00% | -100.0% |
| Q3 2020 | $2,212,000 | -6.0% | 42,919 | -10.6% | 0.00% | 0.0% |
| Q3 2018 | $2,354,000 | +136.1% | 48,028 | +142.2% | 0.00% | – |
| Q2 2017 | $997,000 | -19.4% | 19,830 | -19.7% | 0.00% | – |
| Q1 2017 | $1,237,000 | -3.7% | 24,680 | -4.0% | 0.00% | – |
| Q4 2016 | $1,285,000 | +125.4% | 25,705 | +358.0% | 0.00% | – |
| Q2 2016 | $570,000 | – | 5,612 | – | 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% |