ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,839,603 | +2.3% | 643,372 | +2.9% | 4.20% | +2.1% |
| Q2 2023 | $29,163,343 | +6.7% | 625,286 | +7.9% | 4.12% | -3.7% |
| Q1 2023 | $27,329,212 | +118490.6% | 579,561 | +16.8% | 4.27% | -3.0% |
| Q4 2022 | $23,045 | +97.1% | 496,236 | +95.6% | 4.41% | +74.7% |
| Q3 2022 | $11,693 | +58.8% | 253,642 | +63.2% | 2.52% | +37.4% |
| Q2 2022 | $7,365 | -99.9% | 155,377 | +43.5% | 1.84% | +43.4% |
| Q1 2022 | $5,247,000 | -42.5% | 108,282 | -39.4% | 1.28% | -59.4% |
| Q3 2021 | $9,125,000 | -18.1% | 178,683 | -17.7% | 3.16% | -18.8% |
| Q1 2021 | $11,138,000 | +1.8% | 217,166 | +2.5% | 3.88% | -10.3% |
| Q4 2020 | $10,938,000 | – | 211,820 | – | 4.33% | – |
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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% |