Abundance Wealth Counselors - 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
Abundance Wealth Counselors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,031
+15.6%
151,588
+16.2%
2.01%
-36.2%
Q2 2023$6,084
-51.7%
130,442
-51.2%
3.15%
-1.2%
Q1 2023$12,594
-43.7%
267,084
-44.6%
3.18%
+0.6%
Q4 2022$22,378
-92.3%
481,890
+7591.8%
3.16%
+3713.3%
Q3 2022$289,000
-76.7%
6,265
-76.1%
0.08%
-75.4%
Q2 2022$1,241,000
-16.0%
26,184
-14.2%
0.34%
-16.2%
Q1 2022$1,478,000
+5.1%
30,503
+9.4%
0.40%
+11.7%
Q4 2021$1,406,000
+36.5%
27,885
+38.3%
0.36%
-40.2%
Q3 2021$1,030,000
+47.6%
20,159
+48.1%
0.60%
+234.4%
Q2 2021$698,000
-34.9%
13,608
-35.0%
0.18%
-32.6%
Q1 2021$1,073,000
-57.1%
20,929
-56.8%
0.27%
-57.5%
Q4 2020$2,503,000
-61.5%
48,476
-61.5%
0.63%
-66.4%
Q3 2020$6,493,000
-20.5%
125,959
-20.6%
1.87%
-24.6%
Q2 2020$8,167,000
+2.7%
158,684
+0.7%
2.48%
-10.0%
Q1 2020$7,956,000
-47.6%
157,543
-47.7%
2.76%
-34.8%
Q4 2019$15,196,000
+25.8%
301,517
+26.0%
4.23%
+15.2%
Q3 2019$12,080,000
+2.3%
239,263
+2.2%
3.68%
+0.1%
Q2 2019$11,805,000
+99.6%
234,086
+97.4%
3.67%
+89.1%
Q1 2019$5,913,000
+19.0%
118,583
+17.1%
1.94%
+6.4%
Q4 2018$4,970,000101,3071.82%
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