ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $382,000 | -1.5% | 8,278 | +1.1% | 0.02% | +4.5% |
| Q2 2022 | $388,000 | -0.8% | 8,187 | +1.5% | 0.02% | +10.0% |
| Q1 2022 | $391,000 | -1.0% | 8,064 | +2.9% | 0.02% | +5.3% |
| Q4 2021 | $395,000 | -53.6% | 7,833 | -52.8% | 0.02% | -58.7% |
| Q2 2021 | $851,000 | -3.0% | 16,591 | -2.9% | 0.05% | -11.5% |
| Q1 2021 | $877,000 | -0.7% | 17,091 | -0.0% | 0.05% | -13.3% |
| Q4 2020 | $883,000 | -5.3% | 17,093 | -5.5% | 0.06% | +22.4% |
| Q3 2020 | $932,000 | +0.2% | 18,079 | +0.0% | 0.05% | -39.5% |
| Q2 2020 | $930,000 | +1.9% | 18,076 | +0.0% | 0.08% | -50.3% |
| Q1 2020 | $913,000 | +0.2% | 18,071 | +0.0% | 0.16% | +3.2% |
| Q4 2019 | $911,000 | -5.3% | 18,069 | -5.2% | 0.16% | -23.7% |
| Q3 2019 | $962,000 | +0.1% | 19,056 | +0.0% | 0.21% | -7.6% |
| Q2 2019 | $961,000 | +1.2% | 19,048 | 0.0% | 0.22% | -0.9% |
| Q1 2019 | $950,000 | – | 19,048 | – | 0.23% | – |
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% |