ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 177 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $265,000 | -6.0% | 5,266 | -5.8% | 0.08% | -12.8% |
| Q3 2019 | $282,000 | -12.7% | 5,592 | -12.7% | 0.09% | -13.0% |
| Q2 2019 | $323,000 | -10.3% | 6,407 | -11.2% | 0.11% | -12.9% |
| Q1 2019 | $360,000 | -5.8% | 7,216 | -7.2% | 0.12% | -20.5% |
| Q4 2018 | $382,000 | -5.2% | 7,779 | -5.5% | 0.16% | +11.4% |
| Q3 2018 | $403,000 | -41.4% | 8,230 | -41.3% | 0.14% | -46.4% |
| Q2 2018 | $688,000 | – | 14,026 | – | 0.26% | – |
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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% |