ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,488,802 | +3.8% | 118,344 | +4.3% | 0.10% | +15.5% |
| Q2 2023 | $5,289,959 | +3.8% | 113,421 | +4.9% | 0.08% | -7.7% |
| Q1 2023 | $5,097,558 | -4.7% | 108,102 | -6.1% | 0.09% | -11.7% |
| Q4 2022 | $5,348,143 | +4.4% | 115,162 | +3.6% | 0.10% | -6.4% |
| Q3 2022 | $5,123,000 | +12.1% | 111,125 | +15.3% | 0.11% | +5.8% |
| Q2 2022 | $4,568,000 | +707.1% | 96,370 | +725.3% | 0.10% | +845.5% |
| Q1 2022 | $566,000 | – | 11,677 | – | 0.01% | – |
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% |