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 2022 | $279,000 | -13.1% | 5,751 | -9.7% | 0.11% | +16.0% |
| Q4 2021 | $321,000 | -5.9% | 6,369 | -4.7% | 0.09% | -21.0% |
| Q3 2021 | $341,000 | +30.2% | 6,681 | +30.8% | 0.12% | +2.6% |
| Q2 2021 | $262,000 | -9.7% | 5,108 | -9.6% | 0.12% | -79.8% |
| Q1 2021 | $290,000 | -3.0% | 5,649 | -2.3% | 0.57% | +197.4% |
| Q4 2020 | $299,000 | -49.8% | 5,781 | -4.8% | 0.19% | -17.9% |
| Q3 2020 | $596,000 | +179.8% | 6,070 | +47.0% | 0.24% | -14.2% |
| Q2 2020 | $213,000 | +0.9% | 4,129 | -1.8% | 0.27% | +36.3% |
| Q4 2019 | $211,000 | – | 4,203 | – | 0.20% | – |
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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% |