Mutual Advisors, LLC - ISHARES TR ownership

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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,219,963
-1.2%
26,304
-0.7%
0.05%
+2.1%
Q2 2023$1,234,884
-64.2%
26,477
-63.8%
0.05%
-66.7%
Q1 2023$3,444,878
-30.1%
73,054
-31.2%
0.14%
-36.2%
Q4 2022$4,930,946
+39.5%
106,179
+38.5%
0.22%
+21.4%
Q3 2022$3,535,000
-43.4%
76,690
-41.8%
0.18%
-55.9%
Q2 2022$6,241,000
-6.2%
131,664
-4.1%
0.41%
+11.0%
Q1 2022$6,654,000
+13.0%
137,309
+17.5%
0.37%
+19.2%
Q4 2021$5,891,000
-32.0%
116,813
-31.1%
0.31%
-39.2%
Q3 2021$8,663,000
-28.0%
169,628
-27.7%
0.51%
-28.2%
Q2 2021$12,036,000
-3.6%
234,674
-3.6%
0.71%
-16.4%
Q1 2021$12,485,000
+78.6%
243,424
+79.8%
0.85%
+64.5%
Q4 2020$6,989,000
+11.2%
135,350
+11.0%
0.52%
-4.8%
Q3 2020$6,284,000
+16.0%
121,905
+15.8%
0.54%
+2.4%
Q2 2020$5,419,000
+14.0%
105,277
+11.9%
0.53%
-17.5%
Q1 2020$4,752,000
+64.5%
94,098
+64.1%
0.64%
+110.1%
Q4 2019$2,889,000
+863.0%
57,331
+866.3%
0.31%
+667.5%
Q3 2019$300,000
-12.3%
5,933
-12.5%
0.04%
-9.1%
Q2 2019$342,000
+39.6%
6,781
+37.8%
0.04%
+22.2%
Q1 2019$245,000
-26.2%
4,921
-27.5%
0.04%
-28.0%
Q3 2018$332,000
-1.5%
6,783
-1.3%
0.05%
-35.1%
Q2 2018$337,000
-0.3%
6,873
+0.5%
0.08%
-10.5%
Q1 2018$338,000
-46.9%
6,842
-46.5%
0.09%
-64.3%
Q4 2017$637,00012,7930.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders