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 | $8,780,000 | -19.7% | 181,181 | -16.4% | 4.63% | -14.4% |
| Q4 2021 | $10,930,000 | -0.9% | 216,739 | +0.4% | 5.42% | -5.7% |
| Q3 2021 | $11,026,000 | +9.6% | 215,914 | +10.1% | 5.74% | +6.3% |
| Q2 2021 | $10,061,000 | +5.9% | 196,166 | +6.0% | 5.41% | +5.1% |
| Q1 2021 | $9,496,000 | +2.5% | 185,139 | +3.2% | 5.14% | -0.8% |
| Q4 2020 | $9,265,000 | – | 179,414 | – | 5.18% | – |
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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% |