ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,574,096 | -2.3% | 33,939 | -1.7% | 0.12% | +0.9% |
| Q2 2023 | $1,610,448 | +0.6% | 34,529 | +1.7% | 0.12% | +0.9% |
| Q1 2023 | $1,600,230 | +0.8% | 33,936 | -0.8% | 0.11% | -6.6% |
| Q4 2022 | $1,587,935 | -0.1% | 34,193 | -0.8% | 0.12% | -8.3% |
| Q3 2022 | $1,589,000 | +0.3% | 34,474 | +3.2% | 0.13% | +5.6% |
| Q2 2022 | $1,584,000 | -1.6% | 33,410 | +0.6% | 0.13% | +16.7% |
| Q1 2022 | $1,609,000 | -8.5% | 33,209 | -4.8% | 0.11% | -5.3% |
| Q4 2021 | $1,758,000 | -2.7% | 34,866 | -1.0% | 0.11% | -19.7% |
| Q2 2021 | $1,806,000 | -1.7% | 35,202 | -1.8% | 0.14% | -19.8% |
| Q1 2021 | $1,838,000 | -6.0% | 35,832 | -5.4% | 0.18% | -12.8% |
| Q4 2020 | $1,955,000 | -18.1% | 37,862 | -18.4% | 0.20% | -43.5% |
| Q2 2020 | $2,387,000 | +752.5% | 46,385 | +735.9% | 0.36% | -33.6% |
| Q1 2020 | $280,000 | -88.8% | 5,549 | -88.9% | 0.54% | +71.2% |
| Q4 2019 | $2,510,000 | – | 49,804 | – | 0.32% | – |
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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% |