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 | $2,584,650 | +0.8% | 55,728 | +1.4% | 0.04% | +2.4% |
| Q2 2023 | $2,563,906 | -6.4% | 54,972 | -5.3% | 0.04% | -10.6% |
| Q1 2023 | $2,737,851 | -4.6% | 58,061 | -6.0% | 0.05% | -9.6% |
| Q4 2022 | $2,869,329 | -12.0% | 61,786 | -12.6% | 0.05% | -23.5% |
| Q3 2022 | $3,259,000 | +0.8% | 70,695 | +3.7% | 0.07% | 0.0% |
| Q2 2022 | $3,232,000 | -0.3% | 68,192 | +1.9% | 0.07% | -6.8% |
| Q1 2022 | $3,242,000 | -19.9% | 66,902 | -16.6% | 0.07% | -18.9% |
| Q4 2021 | $4,047,000 | -3.6% | 80,247 | -2.4% | 0.09% | +3.4% |
| Q3 2021 | $4,199,000 | +98.3% | 82,212 | +99.0% | 0.09% | +55.4% |
| Q2 2021 | $2,118,000 | -54.7% | 41,304 | -54.7% | 0.06% | -49.5% |
| Q1 2021 | $4,671,000 | +100.2% | 91,079 | +101.6% | 0.11% | +60.9% |
| Q4 2020 | $2,333,000 | -16.6% | 45,171 | -18.5% | 0.07% | -41.0% |
| Q1 2020 | $2,797,000 | – | 55,394 | – | 0.12% | – |
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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% |