Advisory Services Network, LLC - 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
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$973,102
-20.8%
20,981
-20.4%
0.03%
-21.2%
Q2 2023$1,228,716
-28.3%
26,345
-27.5%
0.03%
-29.8%
Q1 2023$1,712,658
-48.9%
36,319
-49.6%
0.05%
-54.4%
Q4 2022$3,349,701
+9.5%
72,130
+8.7%
0.10%
-4.6%
Q3 2022$3,059,000
+136.6%
66,353
+143.2%
0.11%
+145.5%
Q2 2022$1,293,000
-2.3%
27,282
-0.2%
0.04%
+12.8%
Q1 2022$1,324,000
-7.9%
27,334
-4.1%
0.04%
-4.9%
Q4 2021$1,438,000
-61.6%
28,509
-61.1%
0.04%
-65.5%
Q3 2021$3,740,000
-21.5%
73,239
-21.2%
0.12%
-20.7%
Q2 2021$4,765,000
+8.2%
92,898
+8.2%
0.15%
-8.5%
Q1 2021$4,405,000
+15.2%
85,882
+16.0%
0.16%
+7.2%
Q4 2020$3,823,000
+10.0%
74,034
+9.8%
0.15%
-6.7%
Q3 2020$3,476,000
-2.1%
67,434
-2.3%
0.16%
-15.9%
Q2 2020$3,551,000
-14.3%
68,994
-15.9%
0.20%
-28.0%
Q1 2020$4,142,000
-5.4%
82,025
-5.6%
0.27%
+17.8%
Q4 2019$4,378,000
+16.8%
86,879
+16.9%
0.23%0.0%
Q3 2019$3,749,0000.0%74,3340.0%0.23%0.0%
Q2 2019$3,749,000
-1.7%
74,334
-2.8%
0.23%
-14.2%
Q1 2019$3,813,000
+31.8%
76,472
+29.7%
0.27%
+5.9%
Q4 2018$2,893,000
-8.2%
58,978
-8.3%
0.25%
+10.0%
Q3 2018$3,153,000
+19.3%
64,350
+19.3%
0.23%
+14.4%
Q2 2018$2,644,000
+41.9%
53,922
+42.8%
0.20%
+34.9%
Q1 2018$1,863,000
+43.9%
37,759
+45.3%
0.15%
+31.9%
Q4 2017$1,295,000
+7.4%
25,981
+8.3%
0.11%
-18.1%
Q3 2017$1,206,000
+0.8%
23,986
+0.7%
0.14%
-11.5%
Q2 2017$1,197,000
+1.5%
23,814
+1.2%
0.16%
-8.8%
Q1 2017$1,179,000
+9.4%
23,526
+10.6%
0.17%
-15.8%
Q3 2016$1,078,000
+36.3%
21,274
+173.3%
0.20%
+12.8%
Q2 2016$791,000
+131.3%
7,785
+128.8%
0.18%
+93.5%
Q1 2016$342,000
+307.1%
3,403
+303.7%
0.09%
+244.4%
Q4 2015$84,000
-56.0%
843
-55.6%
0.03%
-53.4%
Q3 2015$191,000
+26.5%
1,900
+26.4%
0.06%
+28.9%
Q2 2015$151,000
-17.9%
1,503
-17.7%
0.04%
-11.8%
Q1 2015$184,000
+17.2%
1,826
+16.9%
0.05%
+4.1%
Q4 2014$157,0001,5620.05%
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