ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687 | +27.2% | 14,807 | +27.8% | 0.00% | +33.3% |
| Q2 2023 | $540 | +123.1% | 11,582 | +125.2% | 0.00% | +50.0% |
| Q1 2023 | $242 | +384.0% | 5,142 | +375.2% | 0.00% | – |
| Q4 2022 | $50 | -99.9% | 1,082 | -17.0% | 0.00% | – |
| Q3 2022 | $60,000 | +17.6% | 1,303 | +20.4% | 0.00% | – |
| Q2 2022 | $51,000 | -1.9% | 1,082 | 0.0% | 0.00% | – |
| Q1 2022 | $52,000 | +1633.3% | 1,082 | +1733.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -95.6% | 59 | -95.7% | 0.00% | -100.0% |
| Q4 2018 | $68,000 | +6700.0% | 1,387 | +4682.8% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | – | 29 | – | 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% |