ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 95 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,360 | -1.0% | 10,163 | +7.1% | 0.08% | -56.6% |
| Q1 2017 | $476,000 | -11.4% | 9,488 | -11.6% | 0.18% | -17.8% |
| Q4 2016 | $537,000 | -40.9% | 10,733 | -40.1% | 0.21% | -42.9% |
| Q3 2016 | $908,000 | -7.5% | 17,927 | +85.4% | 0.37% | -14.6% |
| Q2 2016 | $982,000 | +3.9% | 9,668 | +2.9% | 0.44% | -1.6% |
| Q1 2016 | $945,000 | +34.6% | 9,391 | +32.8% | 0.44% | +11.8% |
| Q4 2015 | $702,000 | – | 7,073 | – | 0.40% | – |
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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% |