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 | $1,234,455 | -3.2% | 26,616 | -2.7% | 0.49% | +1.7% |
| Q2 2023 | $1,275,427 | +4.0% | 27,346 | +5.3% | 0.48% | -2.4% |
| Q1 2023 | $1,225,818 | +22.4% | 25,976 | +20.5% | 0.50% | +14.1% |
| Q4 2022 | $1,001,165 | +40.2% | 21,558 | +39.2% | 0.43% | +30.7% |
| Q3 2022 | $714,000 | -1.1% | 15,486 | +1.7% | 0.33% | +3.4% |
| Q2 2022 | $722,000 | +7.1% | 15,232 | +9.5% | 0.32% | +29.4% |
| Q1 2022 | $674,000 | -32.9% | 13,905 | -30.2% | 0.25% | -30.9% |
| Q4 2021 | $1,005,000 | – | 19,935 | – | 0.36% | – |
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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% |