ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 76 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $163,000 | -25.2% | 3,264 | -24.0% | 0.01% | -28.6% |
| Q3 2016 | $218,000 | -3.1% | 4,296 | +94.0% | 0.01% | -12.5% |
| Q2 2016 | $225,000 | +20.3% | 2,214 | +19.2% | 0.01% | 0.0% |
| Q1 2016 | $187,000 | +345.2% | 1,858 | +335.1% | 0.01% | +300.0% |
| Q4 2015 | $42,000 | +31.2% | 427 | +32.6% | 0.00% | -33.3% |
| Q3 2015 | $32,000 | +39.1% | 322 | +38.2% | 0.00% | +50.0% |
| Q2 2015 | $23,000 | -4.2% | 233 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | +50.0% | 233 | +46.5% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | 0.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | +60.0% | 159 | +60.6% | 0.00% | +100.0% |
| Q2 2014 | $10,000 | -50.0% | 99 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +300.0% | 198 | +296.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $5,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |