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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,499 | -99.9% | 53,805 | +19.6% | 0.25% | +11.3% |
| Q3 2022 | $2,074,000 | +23.4% | 44,984 | +26.8% | 0.22% | +28.5% |
| Q2 2022 | $1,681,000 | -28.7% | 35,474 | -27.1% | 0.17% | -11.8% |
| Q1 2022 | $2,357,000 | -5.0% | 48,629 | -1.1% | 0.20% | +1.6% |
| Q4 2021 | $2,481,000 | -12.5% | 49,185 | -11.0% | 0.19% | -47.7% |
| Q2 2021 | $2,834,000 | +6.6% | 55,263 | +6.6% | 0.37% | -8.9% |
| Q1 2021 | $2,659,000 | +16.9% | 51,844 | +17.7% | 0.40% | +20.7% |
| Q4 2020 | $2,274,000 | -73.9% | 44,037 | -74.0% | 0.33% | -76.8% |
| Q3 2020 | $8,719,000 | +2.2% | 169,143 | +2.1% | 1.44% | -7.7% |
| Q2 2020 | $8,528,000 | +453.8% | 165,684 | +443.4% | 1.56% | +341.0% |
| Q1 2020 | $1,540,000 | +15.1% | 30,489 | +14.8% | 0.35% | +58.0% |
| Q4 2019 | $1,338,000 | – | 26,552 | – | 0.22% | – |
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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% |