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 | $2,580,351 | +1.5% | 55,635 | +2.1% | 0.72% | +1.4% |
| Q2 2023 | $2,542,020 | -0.5% | 54,503 | +0.6% | 0.71% | -7.9% |
| Q1 2023 | $2,555,424 | -55.7% | 54,192 | -56.3% | 0.77% | -58.7% |
| Q4 2022 | $5,762,368 | -99.8% | 124,082 | +100.0% | 1.87% | +81.5% |
| Q3 2022 | $2,859,629,000 | +107769.8% | 62,031 | +10.9% | 1.03% | +11.8% |
| Q2 2022 | $2,651,000 | +5.0% | 55,935 | +7.4% | 0.92% | +10.7% |
| Q1 2022 | $2,524,000 | +4.2% | 52,080 | +8.4% | 0.83% | -4.6% |
| Q4 2021 | $2,423,000 | +686.7% | 48,040 | +697.3% | 0.87% | +560.6% |
| Q3 2021 | $308,000 | – | 6,025 | – | 0.13% | – |
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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% |