MATRIX ASSET ADVISORS INC/NY - ISHARES TR ownership

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
MATRIX ASSET ADVISORS INC/NY ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$2,977,000
+68.9%
58,051
+70.1%
0.44%
+49.5%
Q4 2020$1,763,000
+61.3%
34,133
+61.0%
0.30%
+39.4%
Q3 2020$1,093,000
+23.1%
21,202
+22.9%
0.21%
+25.3%
Q2 2020$888,000
+14.4%
17,252
+12.2%
0.17%
-4.0%
Q1 2020$776,000
+2.8%
15,371
+2.6%
0.18%
+43.9%
Q4 2019$755,000
+218.6%
14,988
+219.0%
0.12%
+192.9%
Q3 2019$237,0004,6990.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders