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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,684 | -0.6% | 101 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,711 | -17.4% | 101 | -16.5% | 0.00% | -25.0% |
| Q1 2023 | $5,706 | +21.7% | 121 | +19.8% | 0.00% | +33.3% |
| Q4 2022 | $4,690 | -6.2% | 101 | 0.0% | 0.00% | -62.5% |
| Q3 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.01% | +100.0% |
| Q2 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -28.6% | 101 | -25.2% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | -22.2% | 135 | -20.6% | 0.00% | -40.0% |
| Q1 2021 | $9,000 | -10.0% | 170 | -10.1% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -97.6% | 189 | -97.7% | 0.01% | -98.1% |
| Q3 2020 | $418,000 | -2.3% | 8,106 | -2.5% | 0.26% | -4.3% |
| Q2 2020 | $428,000 | +3.1% | 8,311 | +1.2% | 0.28% | -2.1% |
| Q1 2020 | $415,000 | +3.5% | 8,212 | +3.2% | 0.28% | +11.4% |
| Q4 2019 | $401,000 | – | 7,958 | – | 0.25% | – |
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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% |