ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 142 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -5.4% | 5,406 | -1.6% | 0.19% | -1.5% |
| Q4 2021 | $277,000 | -1.8% | 5,494 | -0.3% | 0.20% | -9.6% |
| Q3 2021 | $282,000 | 0.0% | 5,513 | +0.4% | 0.22% | +2.8% |
| Q2 2021 | $282,000 | +12.4% | 5,492 | +12.3% | 0.21% | +8.7% |
| Q1 2021 | $251,000 | -0.4% | 4,890 | +0.3% | 0.20% | +1.0% |
| Q4 2020 | $252,000 | +9.1% | 4,876 | +9.0% | 0.19% | -1.0% |
| Q3 2020 | $231,000 | +3.6% | 4,475 | +3.2% | 0.20% | +9.6% |
| Q2 2020 | $223,000 | -9.0% | 4,336 | -10.6% | 0.18% | +4.1% |
| Q4 2019 | $245,000 | +0.4% | 4,852 | +0.5% | 0.17% | -5.5% |
| Q3 2019 | $244,000 | +0.8% | 4,829 | +0.7% | 0.18% | -0.5% |
| Q2 2019 | $242,000 | +2.1% | 4,796 | +0.7% | 0.18% | -1.6% |
| Q1 2019 | $237,000 | +13.9% | 4,762 | +12.5% | 0.18% | 0.0% |
| Q4 2018 | $208,000 | -18.8% | 4,232 | -19.1% | 0.18% | -19.6% |
| Q3 2018 | $256,000 | +0.4% | 5,230 | +0.7% | 0.23% | -7.6% |
| Q2 2018 | $255,000 | +4.1% | 5,196 | +4.7% | 0.25% | +2.9% |
| Q1 2018 | $245,000 | -0.4% | 4,961 | +0.4% | 0.24% | +1.3% |
| Q4 2017 | $246,000 | – | 4,942 | – | 0.24% | – |
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% |