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 2022 | $2,845,000 | -14.4% | 61,921 | -11.7% | 2.42% | -16.7% |
| Q2 2022 | $3,324,000 | +3.2% | 70,120 | +5.5% | 2.91% | +18.9% |
| Q1 2022 | $3,220,000 | -4.1% | 66,452 | -0.2% | 2.44% | -5.9% |
| Q4 2021 | $3,359,000 | +2.9% | 66,610 | +4.2% | 2.60% | -6.3% |
| Q3 2021 | $3,264,000 | +1.1% | 63,918 | +1.6% | 2.77% | +0.1% |
| Q2 2021 | $3,227,000 | +22.5% | 62,914 | +22.5% | 2.77% | +11.6% |
| Q1 2021 | $2,634,000 | -6.1% | 51,354 | -5.4% | 2.48% | -10.0% |
| Q4 2020 | $2,804,000 | – | 54,306 | – | 2.76% | – |
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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% |