ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 126 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,337 | +3.5% | 287,552 | +4.1% | 0.03% | +7.7% |
| Q2 2023 | $12,885 | -16.8% | 276,255 | -15.9% | 0.03% | -21.2% |
| Q1 2023 | $15,486 | +25.7% | 328,411 | +23.8% | 0.03% | +10.0% |
| Q4 2022 | $12,319 | -99.9% | 265,277 | +37.3% | 0.03% | +30.4% |
| Q3 2022 | $8,909,000 | -23.3% | 193,271 | -21.1% | 0.02% | -23.3% |
| Q2 2022 | $11,616,000 | +35.4% | 245,083 | +38.4% | 0.03% | +50.0% |
| Q1 2022 | $8,579,000 | -14.9% | 177,046 | -11.4% | 0.02% | -13.0% |
| Q4 2021 | $10,079,000 | -0.8% | 199,871 | +0.4% | 0.02% | -11.5% |
| Q3 2021 | $10,163,000 | +1.4% | 199,007 | +1.9% | 0.03% | +4.0% |
| Q2 2021 | $10,018,000 | +1.0% | 195,340 | +1.0% | 0.02% | -10.7% |
| Q1 2021 | $9,917,000 | +0.9% | 193,361 | +1.6% | 0.03% | -6.7% |
| Q4 2020 | $9,828,000 | +15.8% | 190,333 | +15.6% | 0.03% | +3.4% |
| Q3 2020 | $8,485,000 | +5.7% | 164,613 | +5.6% | 0.03% | -3.3% |
| Q2 2020 | $8,024,000 | +5.6% | 155,907 | +3.6% | 0.03% | -14.3% |
| Q1 2020 | $7,599,000 | +14.2% | 150,485 | +14.0% | 0.04% | +40.0% |
| Q4 2019 | $6,653,000 | +1.4% | 132,014 | +1.6% | 0.02% | -10.7% |
| Q3 2019 | $6,559,000 | +1.4% | 129,914 | +1.3% | 0.03% | 0.0% |
| Q2 2019 | $6,466,000 | +0.8% | 128,224 | -0.3% | 0.03% | -6.7% |
| Q1 2019 | $6,414,000 | +2.6% | 128,645 | +1.0% | 0.03% | -9.1% |
| Q4 2018 | $6,249,000 | +2.4% | 127,394 | +2.3% | 0.03% | +13.8% |
| Q3 2018 | $6,102,000 | +1.6% | 124,536 | +1.7% | 0.03% | -6.5% |
| Q2 2018 | $6,007,000 | -2.8% | 122,402 | -2.2% | 0.03% | -8.8% |
| Q1 2018 | $6,178,000 | -20.6% | 125,204 | -19.8% | 0.03% | -20.9% |
| Q4 2017 | $7,783,000 | – | 156,196 | – | 0.04% | – |
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% |