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 | $1,928,712 | -0.8% | 41,585 | -0.2% | 0.23% | -1.7% |
| Q2 2023 | $1,944,188 | -1.1% | 41,685 | 0.0% | 0.24% | -4.5% |
| Q1 2023 | $1,965,656 | +1.5% | 41,685 | 0.0% | 0.25% | -6.1% |
| Q4 2022 | $1,935,851 | -17.8% | 41,685 | -18.4% | 0.26% | -23.2% |
| Q3 2022 | $2,355,000 | +24.4% | 51,091 | +27.9% | 0.34% | +19.2% |
| Q2 2022 | $1,893,000 | -2.2% | 39,935 | 0.0% | 0.29% | +2.1% |
| Q1 2022 | $1,935,000 | -9.1% | 39,935 | -5.4% | 0.28% | -1.4% |
| Q4 2021 | $2,129,000 | -3.3% | 42,219 | -2.0% | 0.28% | -6.0% |
| Q3 2021 | $2,201,000 | -2.2% | 43,094 | -1.7% | 0.30% | -8.5% |
| Q2 2021 | $2,250,000 | +12.8% | 43,861 | +12.8% | 0.33% | +14.2% |
| Q1 2021 | $1,994,000 | +12.3% | 38,886 | +13.1% | 0.29% | +4.0% |
| Q4 2020 | $1,776,000 | – | 34,386 | – | 0.28% | – |
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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% |