ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 157 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $492,947 | +51.7% | 10,615 | +62.9% | 0.11% | -12.2% |
| Q1 2019 | $325,000 | -9.7% | 6,515 | -11.3% | 0.12% | -21.2% |
| Q4 2018 | $360,000 | -37.9% | 7,346 | -38.0% | 0.16% | -57.5% |
| Q3 2018 | $580,000 | +37.4% | 11,843 | +38.7% | 0.37% | +208.4% |
| Q1 2018 | $422,000 | +66.8% | 8,540 | +68.2% | 0.12% | -18.5% |
| Q4 2017 | $253,000 | +20.5% | 5,077 | +21.3% | 0.15% | +8.1% |
| Q3 2017 | $210,000 | +3.4% | 4,184 | +3.6% | 0.14% | +1.5% |
| Q2 2017 | $203,000 | +1.0% | 4,040 | +0.9% | 0.13% | -2.9% |
| Q1 2017 | $201,000 | -8.6% | 4,005 | -8.9% | 0.14% | -8.7% |
| Q4 2016 | $220,000 | – | 4,396 | – | 0.15% | – |
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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% |