ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,906 | -0.5% | 684 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $32,077 | -13.4% | 680 | -14.7% | 0.00% | -20.0% |
| Q4 2022 | $37,026 | +0.1% | 797 | +0.6% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | 0.0% | 792 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -2.6% | 789 | +0.4% | 0.01% | +25.0% |
| Q1 2022 | $38,000 | -87.0% | 786 | -86.4% | 0.00% | -87.1% |
| Q4 2021 | $292,000 | -1.4% | 5,784 | -0.4% | 0.03% | -6.1% |
| Q3 2021 | $296,000 | -2.3% | 5,805 | -1.6% | 0.03% | -2.9% |
| Q2 2021 | $303,000 | 0.0% | 5,902 | +0.1% | 0.03% | -5.6% |
| Q1 2021 | $303,000 | -0.7% | 5,899 | +0.0% | 0.04% | -16.3% |
| Q4 2020 | $305,000 | +0.3% | 5,897 | +0.1% | 0.04% | -12.2% |
| Q3 2020 | $304,000 | +0.3% | 5,893 | +0.1% | 0.05% | -7.5% |
| Q2 2020 | $303,000 | +2.0% | 5,890 | +0.1% | 0.05% | -11.7% |
| Q1 2020 | $297,000 | +1880.0% | 5,886 | +1862.0% | 0.06% | +1400.0% |
| Q4 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | -6.2% | 300 | -6.2% | 0.00% | -33.3% |
| Q4 2018 | $16,000 | -65.2% | 320 | -66.1% | 0.01% | -60.0% |
| Q3 2018 | $46,000 | -42.5% | 944 | -42.3% | 0.02% | -44.4% |
| Q2 2018 | $80,000 | -27.9% | 1,637 | -27.3% | 0.03% | -35.7% |
| Q1 2018 | $111,000 | -25.0% | 2,253 | -23.3% | 0.04% | -35.4% |
| Q2 2017 | $148,000 | – | 2,937 | – | 0.06% | – |
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% |