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 | $6,757 | -3.1% | 145,679 | -2.5% | 1.24% | -1.1% |
| Q2 2023 | $6,971 | +2.1% | 149,470 | +3.2% | 1.25% | -5.5% |
| Q1 2023 | $6,829 | -9.6% | 144,899 | -10.1% | 1.32% | -15.1% |
| Q4 2022 | $7,551 | -99.9% | 161,208 | -1.5% | 1.56% | -16.8% |
| Q3 2022 | $7,530,000 | -14.7% | 163,651 | -12.1% | 1.88% | -16.8% |
| Q2 2022 | $8,823,000 | -5.5% | 186,141 | -4.2% | 2.25% | +30.4% |
| Q1 2022 | $9,340,000 | -6.9% | 194,388 | -2.4% | 1.73% | -6.0% |
| Q4 2021 | $10,027,000 | -1.9% | 199,113 | -0.5% | 1.84% | -14.0% |
| Q3 2021 | $10,223,000 | -0.9% | 200,207 | -0.5% | 2.14% | -4.0% |
| Q2 2021 | $10,316,000 | -1.2% | 201,130 | -1.2% | 2.23% | -10.4% |
| Q1 2021 | $10,439,000 | +0.8% | 203,525 | +1.5% | 2.49% | -5.8% |
| Q4 2020 | $10,360,000 | +3.0% | 200,616 | +2.7% | 2.64% | -9.7% |
| Q3 2020 | $10,056,000 | +4.7% | 195,262 | +4.6% | 2.92% | -4.3% |
| Q2 2020 | $9,608,000 | +2.9% | 186,677 | +0.9% | 3.06% | -18.8% |
| Q1 2020 | $9,341,000 | +1.0% | 184,961 | +0.8% | 3.76% | +10.6% |
| Q4 2019 | $9,246,000 | +30.3% | 183,460 | +30.5% | 3.40% | +10.1% |
| Q3 2019 | $7,095,000 | – | 140,552 | – | 3.09% | – |
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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% |