ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,371 | -18.0% | 12,729 | -17.5% | 0.24% | -15.8% |
| Q2 2023 | $719,707 | -1.5% | 15,431 | -0.4% | 0.28% | -35.2% |
| Q1 2023 | $730,592 | +2.0% | 15,493 | +0.4% | 0.44% | -7.6% |
| Q4 2022 | $716,603 | +855.6% | 15,431 | +848.4% | 0.48% | +610.4% |
| Q3 2022 | $74,988 | -63.0% | 1,627 | -62.0% | 0.07% | -59.4% |
| Q2 2022 | $202,719 | +1009.1% | 4,277 | +1034.5% | 0.16% | +1000.0% |
| Q1 2022 | $18,277 | -3.7% | 377 | +0.3% | 0.02% | -6.2% |
| Q4 2021 | $18,972 | – | 376 | – | 0.02% | – |
Download | ||||||
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% |