ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15 | -99.9% | 325 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -68.8% | 325 | -67.5% | 0.01% | -64.7% |
| Q1 2022 | $48,000 | -4.0% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $50,000 | +117.4% | 1,000 | +122.2% | 0.02% | +100.0% |
| Q3 2021 | $23,000 | +1050.0% | 450 | +922.7% | 0.01% | +800.0% |
| Q2 2021 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | – | 44 | – | 0.00% | – |
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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% |