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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,469,000 | -0.2% | 48,135 | +0.4% | 0.24% | -3.6% |
| Q4 2020 | $2,475,000 | -1.1% | 47,935 | -1.2% | 0.25% | -10.7% |
| Q3 2020 | $2,502,000 | +4.0% | 48,535 | +3.9% | 0.28% | -5.1% |
| Q2 2020 | $2,405,000 | +193.7% | 46,735 | +188.3% | 0.30% | +143.8% |
| Q1 2020 | $819,000 | +0.2% | 16,210 | 0.0% | 0.12% | +27.4% |
| Q4 2019 | $817,000 | +6.5% | 16,210 | +6.6% | 0.10% | -3.1% |
| Q3 2019 | $767,000 | +5.2% | 15,210 | +5.2% | 0.10% | +4.3% |
| Q2 2019 | $729,000 | – | 14,460 | – | 0.09% | – |
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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% |