ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,353,094 | +1.6% | 29,174 | +2.2% | 0.71% | +4.8% |
| Q2 2023 | $1,331,332 | -2.3% | 28,545 | -1.2% | 0.68% | -8.1% |
| Q1 2023 | $1,362,005 | +102537.9% | 28,884 | +1.0% | 0.74% | -4.4% |
| Q4 2022 | $1,327 | -99.9% | 28,585 | -0.6% | 0.78% | -10.8% |
| Q3 2022 | $1,326,000 | +1.8% | 28,767 | +4.7% | 0.87% | +5.3% |
| Q2 2022 | $1,303,000 | -0.6% | 27,480 | +1.6% | 0.82% | +15.7% |
| Q1 2022 | $1,311,000 | +0.3% | 27,052 | +4.4% | 0.71% | +12.8% |
| Q4 2021 | $1,307,000 | -2.3% | 25,912 | -1.1% | 0.63% | -13.7% |
| Q3 2021 | $1,338,000 | +6.2% | 26,205 | +6.6% | 0.73% | +4.9% |
| Q2 2021 | $1,260,000 | +0.7% | 24,573 | +0.8% | 0.70% | -13.7% |
| Q1 2021 | $1,251,000 | -4.4% | 24,384 | -3.7% | 0.81% | -10.5% |
| Q4 2020 | $1,308,000 | +6.5% | 25,327 | +6.4% | 0.90% | -5.4% |
| Q3 2020 | $1,228,000 | +0.9% | 23,814 | +0.6% | 0.96% | -7.7% |
| Q2 2020 | $1,217,000 | +2.1% | 23,661 | +0.3% | 1.04% | -16.6% |
| Q1 2020 | $1,192,000 | -0.4% | 23,596 | -0.7% | 1.24% | +27.4% |
| Q4 2019 | $1,197,000 | -1.6% | 23,754 | -1.4% | 0.98% | -7.4% |
| Q3 2019 | $1,216,000 | -1.3% | 24,088 | -1.4% | 1.05% | -1.7% |
| Q2 2019 | $1,232,000 | +3.1% | 24,431 | +1.9% | 1.07% | -1.7% |
| Q1 2019 | $1,195,000 | +3.6% | 23,975 | +2.0% | 1.09% | -9.3% |
| Q4 2018 | $1,153,000 | – | 23,510 | – | 1.20% | – |
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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% |