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 | $96 | -1.0% | 2,070 | 0.0% | 0.06% | +17.3% |
| Q2 2023 | $97 | -1.0% | 2,070 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $98 | +2.1% | 2,070 | 0.0% | 0.05% | -8.6% |
| Q4 2022 | $96 | -99.9% | 2,070 | -7.1% | 0.06% | -31.0% |
| Q3 2022 | $103,000 | -2.8% | 2,228 | 0.0% | 0.08% | +13.5% |
| Q2 2022 | $106,000 | -1.9% | 2,228 | 0.0% | 0.07% | +27.6% |
| Q1 2022 | $108,000 | -3.6% | 2,228 | 0.0% | 0.06% | +18.4% |
| Q4 2021 | $112,000 | +6.7% | 2,228 | +8.7% | 0.05% | +16.7% |
| Q3 2021 | $105,000 | 0.0% | 2,050 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $105,000 | 0.0% | 2,050 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $105,000 | -0.9% | 2,050 | 0.0% | 0.05% | +9.3% |
| Q4 2020 | $106,000 | 0.0% | 2,050 | 0.0% | 0.04% | -25.9% |
| Q3 2020 | $106,000 | – | 2,050 | – | 0.06% | – |
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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% |