ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 339 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $229,000 | -0.4% | 4,480 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $230,000 | 0.0% | 4,480 | 0.0% | 0.05% | -9.6% |
| Q1 2021 | $230,000 | -1.3% | 4,480 | -0.7% | 0.05% | -5.5% |
| Q4 2020 | $233,000 | -0.9% | 4,513 | -1.2% | 0.06% | -9.8% |
| Q3 2020 | $235,000 | -2.5% | 4,566 | -2.3% | 0.06% | -14.1% |
| Q2 2020 | $241,000 | +2.1% | 4,674 | 0.0% | 0.07% | -30.4% |
| Q1 2020 | $236,000 | -5.2% | 4,674 | -5.4% | 0.10% | +54.5% |
| Q4 2019 | $249,000 | -3.1% | 4,942 | -2.9% | 0.07% | -10.8% |
| Q3 2019 | $257,000 | -2.7% | 5,087 | -2.9% | 0.07% | -6.3% |
| Q2 2019 | $264,000 | +31.3% | 5,241 | +29.9% | 0.08% | +25.4% |
| Q1 2019 | $201,000 | – | 4,034 | – | 0.06% | – |
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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% |