ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,928,712 | -0.8% | 41,585 | -0.2% | 0.23% | -1.7% |
| Q2 2023 | $1,944,188 | -1.1% | 41,685 | 0.0% | 0.24% | -4.5% |
| Q1 2023 | $1,965,656 | +1.5% | 41,685 | 0.0% | 0.25% | -6.1% |
| Q4 2022 | $1,935,851 | -17.8% | 41,685 | -18.4% | 0.26% | -23.2% |
| Q3 2022 | $2,355,000 | +24.4% | 51,091 | +27.9% | 0.34% | +19.2% |
| Q2 2022 | $1,893,000 | -2.2% | 39,935 | 0.0% | 0.29% | +2.1% |
| Q1 2022 | $1,935,000 | -9.1% | 39,935 | -5.4% | 0.28% | -1.4% |
| Q4 2021 | $2,129,000 | -3.3% | 42,219 | -2.0% | 0.28% | -6.0% |
| Q3 2021 | $2,201,000 | -2.2% | 43,094 | -1.7% | 0.30% | -8.5% |
| Q2 2021 | $2,250,000 | +12.8% | 43,861 | +12.8% | 0.33% | +14.2% |
| Q1 2021 | $1,994,000 | +12.3% | 38,886 | +13.1% | 0.29% | +4.0% |
| Q4 2020 | $1,776,000 | – | 34,386 | – | 0.28% | – |
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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% |