ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,678,000 | +24.7% | 33,289 | +24.9% | 0.01% | +20.0% |
| Q3 2019 | $1,346,000 | -16.3% | 26,660 | -16.4% | 0.01% | -16.7% |
| Q2 2019 | $1,609,000 | -8.0% | 31,889 | -9.1% | 0.01% | -14.3% |
| Q1 2019 | $1,749,000 | -11.3% | 35,067 | -12.8% | 0.01% | -26.3% |
| Q4 2018 | $1,972,000 | +36.6% | 40,197 | +36.4% | 0.02% | +26.7% |
| Q3 2018 | $1,444,000 | +19.6% | 29,469 | +19.8% | 0.02% | -11.8% |
| Q2 2018 | $1,207,000 | -13.0% | 24,589 | -12.6% | 0.02% | -10.5% |
| Q1 2018 | $1,388,000 | +11.6% | 28,122 | +12.7% | 0.02% | +11.8% |
| Q4 2017 | $1,244,000 | +44.0% | 24,952 | +45.3% | 0.02% | +21.4% |
| Q3 2017 | $864,000 | +11.9% | 17,167 | +11.9% | 0.01% | 0.0% |
| Q2 2017 | $772,000 | +39.4% | 15,341 | +39.0% | 0.01% | +27.3% |
| Q1 2017 | $554,000 | 0.0% | 11,035 | -0.2% | 0.01% | -15.4% |
| Q4 2016 | $554,000 | +5.3% | 11,060 | +6.6% | 0.01% | 0.0% |
| Q3 2016 | $526,000 | -1.7% | 10,376 | +96.4% | 0.01% | -7.1% |
| Q2 2016 | $535,000 | – | 5,284 | – | 0.01% | – |
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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% |