ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,862 | -0.6% | 2,110 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $98,410 | -1.1% | 2,110 | 0.0% | 0.07% | -6.8% |
| Q1 2023 | $99,497 | +1.5% | 2,110 | 0.0% | 0.07% | -7.5% |
| Q4 2022 | $97,988 | +1.0% | 2,110 | 0.0% | 0.08% | -10.1% |
| Q3 2022 | $97,000 | -3.0% | 2,110 | 0.0% | 0.09% | -11.0% |
| Q2 2022 | $100,000 | -2.0% | 2,110 | 0.0% | 0.10% | +22.0% |
| Q1 2022 | $102,000 | -3.8% | 2,110 | 0.0% | 0.08% | +2.5% |
| Q4 2021 | $106,000 | -1.9% | 2,110 | 0.0% | 0.08% | -7.0% |
| Q3 2021 | $108,000 | 0.0% | 2,110 | 0.0% | 0.09% | +2.4% |
| Q2 2021 | $108,000 | 0.0% | 2,110 | 0.0% | 0.08% | -6.7% |
| Q1 2021 | $108,000 | -96.7% | 2,110 | -96.7% | 0.09% | -97.0% |
| Q4 2020 | $3,270,000 | +10.2% | 63,329 | +10.0% | 3.03% | -4.5% |
| Q3 2020 | $2,967,000 | +5.0% | 57,563 | +4.8% | 3.17% | -2.3% |
| Q2 2020 | $2,827,000 | +3.1% | 54,918 | +1.2% | 3.24% | -14.4% |
| Q1 2020 | $2,741,000 | +0.5% | 54,280 | +0.3% | 3.79% | +35.6% |
| Q4 2019 | $2,727,000 | – | 54,117 | – | 2.79% | – |
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% |