Beacon Financial Advisory LLC - 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
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$774,854
+5.7%
16,707
+6.3%
0.43%
+1.9%
Q2 2023$732,736
-0.1%
15,710
+1.0%
0.42%
-9.9%
Q1 2023$733,657
+28.1%
15,558
+26.1%
0.47%
+13.7%
Q4 2022$572,775
+113.7%
12,334
+112.4%
0.41%
+114.7%
Q3 2022$268,000
-2.5%
5,8080.0%0.19%
+22.4%
Q2 2022$275,000
-10.7%
5,808
-8.7%
0.16%
+6.1%
Q1 2022$308,000
-28.4%
6,358
-25.4%
0.15%
-26.1%
Q4 2021$430,000
-23.8%
8,519
-22.8%
0.20%
-32.1%
Q3 2021$564,000
-1.9%
11,040
-1.6%
0.29%
-5.2%
Q2 2021$575,000
-37.2%
11,218
-37.1%
0.31%
-41.0%
Q1 2021$915,000
+0.8%
17,839
+1.4%
0.52%
-11.2%
Q4 2020$908,000
+41.9%
17,593
+41.6%
0.59%
+6.1%
Q3 2020$640,000
+75.3%
12,422
+75.1%
0.56%
+40.1%
Q2 2020$365,000
+34.7%
7,094
+31.8%
0.40%
+15.1%
Q1 2020$271,000
-14.2%
5,382
-14.2%
0.34%
+27.3%
Q4 2019$316,0006,2710.27%
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