ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,779,729 | +28.7% | 167,739 | +29.4% | 4.74% | +29.8% |
| Q2 2023 | $6,046,554 | -22.5% | 129,643 | -21.6% | 3.66% | -23.9% |
| Q1 2023 | $7,798,098 | +1.3% | 165,372 | -0.2% | 4.80% | -5.2% |
| Q4 2022 | $7,699,077 | +75.8% | 165,785 | +74.5% | 5.06% | +63.4% |
| Q3 2022 | $4,380,000 | +32.2% | 95,005 | +36.0% | 3.10% | +34.6% |
| Q2 2022 | $3,312,000 | +27.5% | 69,865 | +30.3% | 2.30% | +41.3% |
| Q1 2022 | $2,598,000 | – | 53,618 | – | 1.63% | – |
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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% |