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 | $32 | -50.8% | 735 | -47.5% | 0.03% | -48.1% |
| Q2 2023 | $65 | -21.7% | 1,401 | -24.9% | 0.05% | -28.0% |
| Q1 2023 | $83 | -49.1% | 1,866 | -47.0% | 0.08% | -51.6% |
| Q4 2022 | $163 | -100.0% | 3,522 | -64.5% | 0.16% | -65.9% |
| Q3 2022 | $457,000 | +47.9% | 9,916 | +51.7% | 0.46% | -54.0% |
| Q2 2022 | $309,000 | -96.3% | 6,536 | -96.2% | 0.99% | -83.5% |
| Q1 2022 | $8,277,000 | -7.6% | 171,256 | -3.6% | 6.00% | -1.9% |
| Q4 2021 | $8,958,000 | -69.5% | 177,728 | -69.1% | 6.11% | -73.3% |
| Q3 2021 | $29,379,000 | +8.6% | 575,285 | +8.9% | 22.89% | +4.3% |
| Q2 2021 | $27,056,000 | +23.5% | 528,206 | +23.6% | 21.94% | +12.0% |
| Q1 2021 | $21,912,000 | +5.7% | 427,239 | +6.4% | 19.59% | -1.6% |
| Q4 2020 | $20,730,000 | – | 401,450 | – | 19.92% | – |
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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% |