ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,668,152 | -35.3% | 100,650 | -35.0% | 0.03% | -42.0% |
| Q2 2023 | $7,220,385 | -2.6% | 154,811 | -1.5% | 0.05% | -9.1% |
| Q1 2023 | $7,411,268 | -6.2% | 157,168 | -7.6% | 0.06% | -14.1% |
| Q4 2022 | $7,903,181 | +101.0% | 170,180 | +99.5% | 0.06% | +30.6% |
| Q3 2022 | $3,932,000 | -12.0% | 85,300 | -9.5% | 0.05% | -14.0% |
| Q2 2022 | $4,466,000 | +16.6% | 94,227 | +19.2% | 0.06% | +23.9% |
| Q1 2022 | $3,831,000 | -10.9% | 79,053 | -7.3% | 0.05% | -13.2% |
| Q4 2021 | $4,298,000 | -49.6% | 85,236 | -49.0% | 0.05% | -53.9% |
| Q3 2021 | $8,532,000 | +0.2% | 167,058 | +0.7% | 0.12% | -4.2% |
| Q2 2021 | $8,511,000 | -27.5% | 165,934 | -27.5% | 0.12% | -51.8% |
| Q1 2021 | $11,733,000 | +9.5% | 228,758 | +10.2% | 0.25% | +0.4% |
| Q4 2020 | $10,717,000 | +8.5% | 207,542 | +8.3% | 0.25% | -3.5% |
| Q3 2020 | $9,880,000 | +4.3% | 191,666 | +4.1% | 0.26% | +2.0% |
| Q2 2020 | $9,472,000 | +12.1% | 184,035 | +10.0% | 0.25% | -9.7% |
| Q1 2020 | $8,452,000 | +38.1% | 167,357 | +37.7% | 0.28% | +70.1% |
| Q4 2019 | $6,122,000 | +3.8% | 121,532 | +4.0% | 0.16% | -7.9% |
| Q3 2019 | $5,896,000 | +12.0% | 116,853 | +11.9% | 0.18% | +9.9% |
| Q2 2019 | $5,264,000 | +63.8% | 104,383 | +62.2% | 0.16% | +55.8% |
| Q1 2019 | $3,213,000 | +7.6% | 64,344 | +5.9% | 0.10% | -10.3% |
| Q4 2018 | $2,986,000 | +7.6% | 60,770 | +7.5% | 0.12% | +20.8% |
| Q3 2018 | $2,774,000 | +19.1% | 56,521 | +19.3% | 0.10% | -17.9% |
| Q2 2018 | $2,330,000 | +8.8% | 47,390 | +9.4% | 0.12% | +24.5% |
| Q1 2018 | $2,141,000 | +23.0% | 43,337 | +24.0% | 0.09% | +28.8% |
| Q4 2017 | $1,740,000 | +74.0% | 34,946 | +75.8% | 0.07% | +62.2% |
| Q3 2017 | $1,000,000 | +2.0% | 19,883 | +2.0% | 0.04% | -2.2% |
| Q2 2017 | $980,000 | +0.8% | 19,499 | +0.7% | 0.05% | 0.0% |
| Q1 2017 | $972,000 | -5.2% | 19,360 | -5.2% | 0.05% | -13.2% |
| Q4 2016 | $1,025,000 | -20.2% | 20,416 | -19.5% | 0.05% | +8.2% |
| Q3 2016 | $1,285,000 | – | 25,367 | – | 0.05% | – |
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% |