Carolina Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 88 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$124,000
-0.8%
7550.0%0.08%
-2.4%
Q2 2021$125,000
+5.9%
7550.0%0.08%
-2.3%
Q1 2021$118,000
+5.4%
7550.0%0.09%
-4.4%
Q4 2020$112,000
+13.1%
7550.0%0.09%
+3.4%
Q3 2020$99,000
-4.8%
755
-12.3%
0.09%
-13.9%
Q2 2020$104,000
+18.2%
8610.0%0.10%
-1.0%
Q1 2020$88,000
-26.7%
861
-6.9%
0.10%
-10.5%
Q4 2019$120,0009250.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders