ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,642,870 | +70.9% | 510,645 | +72.3% | 4.99% | +40.3% |
| Q2 2023 | $13,832,259 | +168.4% | 296,384 | +171.7% | 3.56% | +72.1% |
| Q1 2023 | $5,153,483 | +147.3% | 109,092 | +144.6% | 2.07% | +100.6% |
| Q4 2022 | $2,083,517 | +27.4% | 44,596 | +25.0% | 1.03% | +36.6% |
| Q3 2022 | $1,635,000 | +12.4% | 35,686 | +16.1% | 0.76% | +12.4% |
| Q2 2022 | $1,454,000 | +0.9% | 30,730 | +2.5% | 0.67% | +1.4% |
| Q1 2022 | $1,441,000 | +15.7% | 29,992 | +20.5% | 0.66% | -2.8% |
| Q4 2021 | $1,245,000 | +0.9% | 24,883 | +2.5% | 0.68% | +12.0% |
| Q3 2021 | $1,234,000 | +33.8% | 24,281 | +35.0% | 0.61% | +13.0% |
| Q2 2021 | $922,000 | +2.1% | 17,984 | +2.2% | 0.54% | -8.2% |
| Q1 2021 | $903,000 | – | 17,599 | – | 0.59% | – |
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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% |