ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,946,678 | -22.8% | 516,315 | -22.3% | 0.04% | -21.8% |
Q2 2023 | $31,003,125 | -15.8% | 664,733 | -14.9% | 0.06% | -21.4% |
Q1 2023 | $36,831,110 | -14.4% | 781,065 | -15.7% | 0.07% | -19.5% |
Q4 2022 | $43,046,386 | -0.9% | 926,919 | -1.6% | 0.09% | -10.3% |
Q3 2022 | $43,416,000 | -8.0% | 941,782 | -5.4% | 0.10% | -5.8% |
Q2 2022 | $47,199,000 | -12.9% | 995,748 | -11.0% | 0.10% | +1.0% |
Q1 2022 | $54,201,000 | -5.1% | 1,118,456 | -1.2% | 0.10% | -3.8% |
Q4 2021 | $57,097,000 | -30.4% | 1,132,207 | -29.5% | 0.11% | -36.1% |
Q3 2021 | $82,026,000 | +4.1% | 1,606,148 | +4.5% | 0.17% | +3.1% |
Q2 2021 | $78,821,000 | +0.8% | 1,536,771 | +0.8% | 0.16% | -8.5% |
Q1 2021 | $78,163,000 | +13.1% | 1,523,926 | +13.9% | 0.18% | +1.7% |
Q4 2020 | $69,109,000 | +9.9% | 1,338,281 | +9.7% | 0.17% | -3.9% |
Q3 2020 | $62,912,000 | +29.9% | 1,220,400 | +29.7% | 0.18% | +16.9% |
Q2 2020 | $48,438,000 | +9.4% | 941,084 | +7.4% | 0.15% | -20.2% |
Q1 2020 | $44,260,000 | +24.1% | 876,443 | +23.8% | 0.19% | +69.3% |
Q4 2019 | $35,678,000 | +22.6% | 707,902 | +22.9% | 0.11% | +7.5% |
Q3 2019 | $29,091,000 | -10.3% | 576,163 | -10.4% | 0.11% | -14.5% |
Q2 2019 | $32,427,000 | +68.9% | 643,006 | +66.9% | 0.12% | +55.0% |
Q1 2019 | $19,204,000 | +390.9% | 385,156 | +383.1% | 0.08% | +281.0% |
Q4 2018 | $3,912,000 | +55.9% | 79,726 | +55.7% | 0.02% | +90.9% |
Q3 2018 | $2,509,000 | +5.5% | 51,197 | +5.7% | 0.01% | -8.3% |
Q2 2018 | $2,378,000 | +20.5% | 48,446 | +21.2% | 0.01% | +9.1% |
Q1 2018 | $1,973,000 | -34.2% | 39,977 | -33.6% | 0.01% | -42.1% |
Q4 2017 | $2,998,000 | -29.7% | 60,168 | -29.1% | 0.02% | -29.6% |
Q3 2017 | $4,266,000 | -29.7% | 84,864 | -29.7% | 0.03% | -35.7% |
Q2 2017 | $6,065,000 | +5.3% | 120,668 | +5.0% | 0.04% | -4.5% |
Q1 2017 | $5,761,000 | +1678.1% | 114,941 | +1697.4% | 0.04% | +1366.7% |
Q3 2016 | $324,000 | +54.3% | 6,395 | +210.0% | 0.00% | +50.0% |
Q2 2016 | $210,000 | – | 2,063 | – | 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% |