ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 87 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,120,000 | -3.9% | 22,211 | -2.7% | 0.07% | -18.7% |
| Q3 2021 | $1,165,000 | +4.9% | 22,817 | +5.4% | 0.09% | +2.2% |
| Q2 2021 | $1,111,000 | +63.1% | 21,655 | +63.0% | 0.09% | +48.3% |
| Q1 2021 | $681,000 | +561.2% | 13,287 | +548.1% | 0.06% | +106.9% |
| Q3 2017 | $103,000 | -99.9% | 2,050 | 0.0% | 0.03% | +16.0% |
| Q2 2017 | $103,000,000 | 0.0% | 2,050 | 0.0% | 0.02% | -13.8% |
| Q1 2017 | $103,000,000 | 0.0% | 2,050 | 0.0% | 0.03% | +61.1% |
| Q4 2016 | $103,000,000 | +98938.5% | 2,050 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $104,000 | 0.0% | 2,050 | +100.0% | 0.02% | -42.4% |
| Q2 2016 | $104,000 | +1.0% | 1,025 | 0.0% | 0.03% | -8.3% |
| Q1 2016 | $103,000 | +2.0% | 1,025 | 0.0% | 0.04% | -5.3% |
| Q4 2015 | $101,000 | – | 1,025 | – | 0.04% | – |
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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% |