ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $205,000 | -29.1% | 4,456 | -27.0% | 0.10% | -25.4% |
| Q2 2022 | $289,000 | -43.1% | 6,102 | -41.8% | 0.13% | -31.9% |
| Q1 2022 | $508,000 | -34.5% | 10,492 | -31.8% | 0.19% | -31.0% |
| Q4 2021 | $776,000 | -10.1% | 15,392 | -8.0% | 0.28% | -30.2% |
| Q3 2021 | $863,000 | +1.8% | 16,722 | +1.0% | 0.40% | +17.5% |
| Q2 2021 | $848,000 | -0.5% | 16,552 | -0.4% | 0.34% | -8.4% |
| Q1 2021 | $852,000 | -1.3% | 16,622 | -0.6% | 0.37% | -6.6% |
| Q4 2020 | $863,000 | -2.2% | 16,722 | -2.3% | 0.40% | -7.1% |
| Q3 2020 | $882,000 | +0.1% | 17,122 | 0.0% | 0.42% | -7.2% |
| Q2 2020 | $881,000 | +2.0% | 17,122 | 0.0% | 0.46% | -18.1% |
| Q1 2020 | $864,000 | -1.6% | 17,122 | -1.8% | 0.56% | +22.9% |
| Q4 2019 | $878,000 | -0.2% | 17,432 | +0.0% | 0.46% | -5.8% |
| Q3 2019 | $880,000 | +0.2% | 17,430 | +0.0% | 0.48% | -3.4% |
| Q2 2019 | $878,000 | +8.7% | 17,429 | +7.5% | 0.50% | -5.5% |
| Q1 2019 | $808,000 | +8.7% | 16,207 | +7.0% | 0.53% | -3.3% |
| Q4 2018 | $743,000 | +20.0% | 15,146 | +19.8% | 0.55% | +34.7% |
| Q3 2018 | $619,000 | +24.0% | 12,646 | +24.2% | 0.41% | +3.6% |
| Q2 2018 | $499,000 | +32.0% | 10,186 | +32.7% | 0.39% | +35.6% |
| Q1 2018 | $378,000 | +34.5% | 7,676 | +35.9% | 0.29% | +19.4% |
| Q4 2017 | $281,000 | – | 5,650 | – | 0.24% | – |
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% |