ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,131,975 | +0.1% | 154,038 | +1.1% | 4.30% | +2.8% |
| Q2 2023 | $7,126,540 | +0.1% | 152,374 | +0.9% | 4.18% | -6.4% |
| Q1 2023 | $7,117,424 | +8.5% | 150,985 | +7.9% | 4.47% | +2.2% |
| Q4 2022 | $6,559,245 | +4.6% | 139,916 | +2.3% | 4.37% | -6.2% |
| Q3 2022 | $6,271,000 | -1.1% | 136,752 | +1.9% | 4.66% | -0.7% |
| Q2 2022 | $6,341,000 | +6.7% | 134,255 | +8.3% | 4.69% | +13.5% |
| Q1 2022 | $5,941,000 | +22.4% | 123,970 | +27.9% | 4.13% | +19.0% |
| Q4 2021 | $4,855,000 | +0.4% | 96,897 | +2.3% | 3.47% | -6.4% |
| Q3 2021 | $4,834,000 | +2.7% | 94,759 | +3.1% | 3.71% | +1.8% |
| Q2 2021 | $4,708,000 | +10.0% | 91,894 | +10.1% | 3.64% | -3.2% |
| Q1 2021 | $4,279,000 | +13.4% | 83,437 | +13.8% | 3.76% | -4.2% |
| Q4 2020 | $3,773,000 | – | 73,330 | – | 3.93% | – |
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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% |