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 | $1,040,649 | -0.3% | 22,438 | +0.2% | 0.09% | -1.1% |
Q2 2023 | $1,044,159 | +3.6% | 22,388 | +4.7% | 0.09% | -5.3% |
Q1 2023 | $1,008,304 | -0.3% | 21,383 | -1.8% | 0.09% | -8.7% |
Q4 2022 | $1,011,454 | -50.9% | 21,779 | -51.3% | 0.10% | -12.7% |
Q3 2022 | $2,062,000 | -2.7% | 44,756 | 0.0% | 0.12% | -3.3% |
Q2 2022 | $2,120,000 | -18.6% | 44,756 | -16.8% | 0.12% | -3.2% |
Q1 2022 | $2,605,000 | +130.9% | 53,767 | +140.3% | 0.13% | +13.5% |
Q4 2021 | $1,128,000 | -21.6% | 22,378 | -20.3% | 0.11% | -25.0% |
Q2 2021 | $1,438,000 | +23.1% | 28,061 | +23.2% | 0.15% | -5.7% |
Q1 2021 | $1,168,000 | +3.4% | 22,770 | +4.0% | 0.16% | -5.4% |
Q4 2020 | $1,130,000 | +0.8% | 21,888 | +0.7% | 0.17% | -9.3% |
Q3 2020 | $1,121,000 | -1.8% | 21,740 | -2.0% | 0.18% | -11.6% |
Q2 2020 | $1,141,000 | -4.3% | 22,176 | -6.2% | 0.21% | -24.2% |
Q1 2020 | $1,192,000 | -9.4% | 23,630 | -9.5% | 0.27% | +37.2% |
Q4 2019 | $1,316,000 | -2.1% | 26,118 | -1.8% | 0.20% | -28.9% |
Q3 2019 | $1,344,000 | -1.4% | 26,596 | -1.6% | 0.28% | +56.4% |
Q2 2019 | $1,363,000 | +0.8% | 27,039 | -0.4% | 0.18% | -40.5% |
Q1 2019 | $1,352,000 | -2.0% | 27,152 | -3.6% | 0.30% | -18.9% |
Q4 2018 | $1,379,000 | – | 28,165 | – | 0.37% | – |
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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% |