ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $231,673 | -9.5% | 4,967 | -8.5% | 0.11% | -15.9% |
Q1 2023 | $255,890 | -1.2% | 5,427 | -2.7% | 0.13% | -10.8% |
Q4 2022 | $258,983 | -38.2% | 5,577 | -38.6% | 0.15% | -50.2% |
Q3 2022 | $419,000 | -7.3% | 9,086 | -4.7% | 0.30% | -8.9% |
Q2 2022 | $452,000 | +23.8% | 9,531 | +26.6% | 0.33% | +45.5% |
Q1 2022 | $365,000 | +24.1% | 7,531 | +29.2% | 0.22% | +14.9% |
Q4 2021 | $294,000 | – | 5,829 | – | 0.20% | – |
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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% |