ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 271 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,532 | +8.7% | 9,930 | +9.3% | 0.06% | +12.7% |
| Q2 2023 | $423,750 | +7.8% | 9,086 | +9.0% | 0.06% | -14.1% |
| Q1 2023 | $393,110 | -22.4% | 8,337 | -23.6% | 0.06% | -29.7% |
| Q4 2022 | $506,686 | -9.5% | 10,911 | -10.1% | 0.09% | -20.2% |
| Q3 2022 | $560,000 | +0.9% | 12,139 | +3.7% | 0.11% | -18.0% |
| Q2 2022 | $555,000 | -0.7% | 11,701 | +5.6% | 0.14% | +20.9% |
| Q4 2021 | $559,000 | +0.9% | 11,081 | +2.1% | 0.12% | -13.5% |
| Q3 2021 | $554,000 | +13.5% | 10,857 | +14.2% | 0.13% | +14.7% |
| Q2 2021 | $488,000 | +23.9% | 9,507 | +23.7% | 0.12% | +7.4% |
| Q1 2021 | $394,000 | +12.9% | 7,683 | +13.8% | 0.11% | +13.7% |
| Q4 2020 | $349,000 | +6.7% | 6,752 | +6.3% | 0.10% | -2.1% |
| Q3 2020 | $327,000 | – | 6,350 | – | 0.10% | – |
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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% |