ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,588 | -25.6% | 4,864 | -25.2% | 0.03% | -17.6% |
| Q2 2023 | $303,204 | -10.7% | 6,501 | -9.7% | 0.03% | -10.5% |
| Q1 2023 | $339,486 | -13.9% | 7,199 | -15.3% | 0.04% | -13.6% |
| Q4 2022 | $394,502 | -99.9% | 8,495 | +1.8% | 0.04% | 0.0% |
| Q3 2022 | $384,634,000 | -6.2% | 8,343 | -3.6% | 0.04% | 0.0% |
| Q2 2022 | $410,256,000 | +74356.6% | 8,655 | -23.9% | 0.04% | -10.2% |
| Q1 2022 | $551,000 | -1.1% | 11,367 | +2.9% | 0.05% | +19.5% |
| Q4 2021 | $557,000 | -2.1% | 11,043 | -1.0% | 0.04% | -4.7% |
| Q3 2021 | $569,000 | +28.2% | 11,150 | +28.9% | 0.04% | +30.3% |
| Q2 2021 | $444,000 | -24.1% | 8,650 | -24.2% | 0.03% | -26.7% |
| Q1 2021 | $585,000 | -86.3% | 11,408 | -86.6% | 0.04% | -83.1% |
| Q4 2016 | $4,261,000 | +18.6% | 85,229 | +20.1% | 0.27% | +16.1% |
| Q3 2016 | $3,593,000 | +8.1% | 70,947 | +116.7% | 0.23% | +1.3% |
| Q2 2016 | $3,325,000 | +26.3% | 32,739 | +25.1% | 0.23% | +18.8% |
| Q1 2016 | $2,633,000 | +112.3% | 26,166 | +109.5% | 0.19% | +103.2% |
| Q4 2015 | $1,240,000 | – | 12,491 | – | 0.09% | – |
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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% |