ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,591,793 | +5.7% | 55,882 | +6.3% | 0.06% | +3.7% |
| Q2 2023 | $2,452,913 | -15.1% | 52,592 | -14.2% | 0.05% | -20.6% |
| Q1 2023 | $2,888,958 | +224.2% | 61,265 | +219.3% | 0.07% | +161.5% |
| Q4 2022 | $891,015 | -5.3% | 19,186 | -6.0% | 0.03% | -25.7% |
| Q3 2022 | $941,000 | -2.8% | 20,417 | -0.0% | 0.04% | -16.7% |
| Q2 2022 | $968,000 | -6.9% | 20,422 | -4.8% | 0.04% | +7.7% |
| Q1 2022 | $1,040,000 | -20.2% | 21,457 | -17.0% | 0.04% | -15.2% |
| Q4 2021 | $1,304,000 | -1.1% | 25,859 | +0.2% | 0.05% | -11.5% |
| Q3 2021 | $1,318,000 | +16.7% | 25,804 | +17.3% | 0.05% | +13.0% |
| Q2 2021 | $1,129,000 | +3.9% | 22,004 | +3.8% | 0.05% | -9.8% |
| Q1 2021 | $1,087,000 | -6.5% | 21,199 | -5.9% | 0.05% | -16.4% |
| Q4 2020 | $1,163,000 | +23.6% | 22,528 | +23.4% | 0.06% | -6.2% |
| Q3 2020 | $941,000 | +0.1% | 18,261 | 0.0% | 0.06% | -4.4% |
| Q2 2020 | $940,000 | -0.9% | 18,261 | -2.8% | 0.07% | -19.0% |
| Q1 2020 | $949,000 | -43.2% | 18,785 | -43.3% | 0.08% | -36.4% |
| Q4 2019 | $1,671,000 | +8.2% | 33,158 | +8.5% | 0.13% | -5.0% |
| Q3 2019 | $1,544,000 | +15340.0% | 30,571 | +14457.6% | 0.14% | +6850.0% |
| Q4 2018 | $10,000 | -83.1% | 210 | -82.6% | 0.00% | -85.7% |
| Q3 2018 | $59,000 | +20.4% | 1,210 | +21.0% | 0.01% | +40.0% |
| Q2 2018 | $49,000 | 0.0% | 1,000 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $49,000 | -2.0% | 1,000 | 0.0% | 0.01% | +83.3% |
| Q4 2017 | $50,000 | 0.0% | 1,000 | 0.0% | 0.01% | -60.0% |
| Q2 2017 | $50,000 | – | 1,000 | – | 0.02% | – |
Download | ||||||
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% |