ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,883 | -7.1% | 40,599 | -6.6% | 0.01% | 0.0% |
| Q2 2023 | $2,027 | -1.2% | 43,462 | -0.1% | 0.01% | -14.3% |
| Q1 2023 | $2,051 | +0.6% | 43,500 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $2,038 | -99.9% | 43,886 | +10.3% | 0.01% | 0.0% |
| Q3 2022 | $1,885,000 | 0.0% | 39,774 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,885,000 | +32.9% | 39,774 | +35.9% | 0.01% | +40.0% |
| Q1 2022 | $1,418,000 | -0.8% | 29,265 | +3.2% | 0.01% | +25.0% |
| Q4 2021 | $1,430,000 | +312.1% | 28,359 | +318.0% | 0.00% | +300.0% |
| Q3 2021 | $347,000 | -1.4% | 6,785 | -1.2% | 0.00% | 0.0% |
| Q2 2021 | $352,000 | +35.4% | 6,867 | +35.3% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -1.5% | 5,075 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $264,000 | +5.6% | 5,136 | +3.7% | 0.00% | -50.0% |
| Q1 2020 | $250,000 | – | 4,955 | – | 0.00% | – |
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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% |