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 | $13,447,237 | -17.3% | 289,936 | -16.8% | 0.08% | -18.4% |
| Q2 2023 | $16,253,172 | -1.8% | 348,481 | -0.8% | 0.10% | -8.4% |
| Q1 2023 | $16,558,965 | -6.7% | 351,160 | -8.2% | 0.11% | -16.4% |
| Q4 2022 | $17,756,868 | -4.4% | 382,361 | -5.1% | 0.13% | -12.9% |
| Q3 2022 | $18,572,000 | +4.7% | 402,870 | +7.6% | 0.15% | +3.5% |
| Q2 2022 | $17,740,000 | +16.7% | 374,264 | +19.3% | 0.14% | +36.5% |
| Q1 2022 | $15,198,000 | -8.8% | 313,617 | -5.1% | 0.10% | -10.3% |
| Q4 2021 | $16,669,000 | +3.4% | 330,540 | +4.7% | 0.12% | -12.8% |
| Q3 2021 | $16,117,000 | +35.4% | 315,586 | +36.0% | 0.13% | +27.9% |
| Q2 2021 | $11,906,000 | -6.1% | 232,132 | -6.1% | 0.10% | -18.8% |
| Q1 2021 | $12,684,000 | +10.1% | 247,291 | +10.8% | 0.13% | -2.3% |
| Q4 2020 | $11,522,000 | -24.7% | 223,116 | -24.9% | 0.13% | -39.9% |
| Q3 2020 | $15,309,000 | +125.8% | 296,973 | +125.4% | 0.22% | +107.6% |
| Q2 2020 | $6,781,000 | -23.9% | 131,742 | -25.4% | 0.10% | -48.8% |
| Q1 2020 | $8,916,000 | +353.0% | 176,547 | +352.1% | 0.20% | +376.7% |
| Q4 2019 | $1,968,000 | +275.6% | 39,049 | +276.3% | 0.04% | +186.7% |
| Q3 2019 | $524,000 | – | 10,378 | – | 0.02% | – |
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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% |