ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,678 | -1.4% | 4,993 | 0.0% | 0.05% | +6.5% |
| Q2 2023 | $233,023 | -1.1% | 4,993 | 0.0% | 0.05% | -6.1% |
| Q1 2023 | $235,520 | -17.0% | 4,993 | -18.3% | 0.05% | -23.4% |
| Q4 2022 | $283,888 | -6.0% | 6,113 | -7.3% | 0.06% | -12.3% |
| Q3 2022 | $302,000 | +43.8% | 6,597 | +48.8% | 0.07% | +58.7% |
| Q2 2022 | $210,000 | -85.1% | 4,432 | -85.0% | 0.05% | -85.4% |
| Q1 2022 | $1,414,000 | +86.5% | 29,505 | +94.2% | 0.31% | +107.9% |
| Q4 2021 | $758,000 | -14.7% | 15,190 | -13.3% | 0.15% | -13.7% |
| Q3 2021 | $889,000 | -19.3% | 17,517 | -18.3% | 0.18% | -20.5% |
| Q2 2021 | $1,101,000 | +1.7% | 21,448 | +1.7% | 0.22% | -2.7% |
| Q1 2021 | $1,083,000 | -19.7% | 21,092 | -19.2% | 0.23% | -25.7% |
| Q4 2020 | $1,348,000 | -2.6% | 26,099 | -2.9% | 0.30% | -9.8% |
| Q3 2020 | $1,384,000 | – | 26,881 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |