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 | $303,636 | -62.4% | 6,547 | -62.2% | 0.06% | -61.5% |
| Q2 2023 | $806,765 | +27.8% | 17,298 | +29.2% | 0.16% | +19.1% |
| Q1 2023 | $631,203 | +9.9% | 13,386 | +8.3% | 0.13% | -0.8% |
| Q4 2022 | $574,154 | +7.1% | 12,363 | +6.3% | 0.13% | +3.9% |
| Q3 2022 | $536,000 | +14.5% | 11,626 | +18.7% | 0.13% | +29.6% |
| Q2 2022 | $468,000 | +7.8% | 9,798 | +9.4% | 0.10% | +8.9% |
| Q1 2022 | $434,000 | -2.3% | 8,958 | -0.6% | 0.09% | -3.2% |
| Q4 2021 | $444,000 | -72.9% | 9,013 | -71.9% | 0.09% | -74.9% |
| Q3 2021 | $1,640,000 | -17.3% | 32,109 | -16.9% | 0.37% | -18.3% |
| Q2 2021 | $1,983,000 | -13.6% | 38,660 | -13.5% | 0.45% | -17.9% |
| Q1 2021 | $2,294,000 | -18.2% | 44,691 | -17.8% | 0.55% | -22.1% |
| Q4 2020 | $2,804,000 | +1254.6% | 54,369 | +1250.8% | 0.71% | +900.0% |
| Q3 2020 | $207,000 | 0.0% | 4,025 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $207,000 | -45.5% | 4,025 | -46.5% | 0.07% | -55.8% |
| Q3 2019 | $380,000 | -39.1% | 7,522 | -39.0% | 0.16% | -40.7% |
| Q2 2019 | $624,000 | – | 12,340 | – | 0.28% | – |
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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% |