ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $200,000 | -1.5% | 3,974 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $203,000 | -18.5% | 3,974 | -18.1% | 0.05% | -19.0% |
| Q2 2021 | $249,000 | -66.9% | 4,855 | -66.9% | 0.06% | -68.3% |
| Q1 2021 | $753,000 | -4.7% | 14,684 | -4.0% | 0.18% | -9.0% |
| Q4 2020 | $790,000 | -38.7% | 15,297 | -38.8% | 0.20% | -44.0% |
| Q3 2020 | $1,289,000 | -0.3% | 25,014 | -0.4% | 0.36% | -7.5% |
| Q2 2020 | $1,293,000 | – | 25,113 | – | 0.39% | – |
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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% |