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 | $6,227,992 | -0.3% | 134,282 | +0.3% | 0.29% | -9.3% |
| Q2 2023 | $6,245,486 | +157.2% | 133,908 | +160.0% | 0.32% | +128.2% |
| Q1 2023 | $2,428,486 | +9.0% | 51,500 | +7.3% | 0.14% | -6.6% |
| Q4 2022 | $2,228,386 | +46.8% | 47,984 | +45.7% | 0.15% | +31.0% |
| Q3 2022 | $1,518,000 | -19.1% | 32,929 | -16.9% | 0.12% | -19.4% |
| Q2 2022 | $1,877,000 | -33.2% | 39,605 | -28.0% | 0.14% | -31.8% |
| Q3 2021 | $2,808,000 | -12.6% | 54,978 | -12.2% | 0.21% | -17.3% |
| Q2 2021 | $3,213,000 | +4.9% | 62,646 | +4.9% | 0.26% | -10.2% |
| Q1 2021 | $3,064,000 | +50.8% | 59,747 | +51.8% | 0.28% | +49.5% |
| Q4 2020 | $2,032,000 | +68.2% | 39,358 | +67.9% | 0.19% | +38.7% |
| Q3 2020 | $1,208,000 | +84.4% | 23,437 | +84.1% | 0.14% | +55.7% |
| Q2 2020 | $655,000 | – | 12,730 | – | 0.09% | – |
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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% |