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 | $4,101,455 | +15.6% | 88,432 | +16.2% | 1.88% | +20.5% |
| Q2 2023 | $3,549,272 | -34.6% | 76,099 | -33.9% | 1.56% | -42.9% |
| Q1 2023 | $5,427,484 | -1.0% | 115,099 | -2.5% | 2.74% | +2.7% |
| Q4 2022 | $5,481,592 | +1.5% | 118,036 | +0.1% | 2.67% | -1.2% |
| Q3 2022 | $5,401,000 | +51.3% | 117,922 | +58.3% | 2.70% | +49.1% |
| Q2 2022 | $3,569,000 | +2.6% | 74,506 | +2.7% | 1.81% | -4.2% |
| Q1 2022 | $3,477,000 | +41.5% | 72,521 | +48.8% | 1.89% | +43.0% |
| Q4 2021 | $2,458,000 | -73.3% | 48,741 | -73.1% | 1.32% | -74.2% |
| Q3 2021 | $9,201,000 | +2.0% | 181,298 | +3.2% | 5.12% | -4.2% |
| Q2 2021 | $9,021,000 | +14.8% | 175,678 | +14.8% | 5.35% | -0.4% |
| Q1 2021 | $7,856,000 | +10.6% | 153,013 | +11.1% | 5.37% | +6.7% |
| Q4 2020 | $7,106,000 | – | 137,762 | – | 5.03% | – |
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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% |