ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 328 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $202,000 | -2.9% | 4,400 | 0.0% | 0.10% | -3.8% |
| Q2 2022 | $208,000 | -1.4% | 4,400 | 0.0% | 0.11% | +9.3% |
| Q1 2022 | $211,000 | -4.1% | 4,400 | 0.0% | 0.10% | +7.8% |
| Q4 2021 | $220,000 | -11.6% | 4,400 | -10.2% | 0.09% | +5.9% |
| Q3 2021 | $249,000 | -0.8% | 4,900 | 0.0% | 0.08% | -7.6% |
| Q2 2021 | $251,000 | -0.4% | 4,900 | 0.0% | 0.09% | -9.8% |
| Q1 2021 | $252,000 | +16.1% | 4,900 | +16.7% | 0.10% | +13.3% |
| Q4 2020 | $217,000 | -22.8% | 4,200 | -22.9% | 0.09% | -45.5% |
| Q2 2020 | $281,000 | +1.1% | 5,450 | 0.0% | 0.16% | -31.2% |
| Q1 2020 | $278,000 | +17.8% | 5,450 | +17.2% | 0.24% | +12.7% |
| Q4 2019 | $236,000 | +3.1% | 4,650 | +2.2% | 0.21% | -10.5% |
| Q3 2019 | $229,000 | – | 4,550 | – | 0.24% | – |
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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% |