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 | $803,245 | -38.1% | 17,319 | -37.8% | 0.00% | -50.0% |
| Q2 2023 | $1,298,291 | -5.6% | 27,836 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $1,374,824 | -43.3% | 29,155 | -44.1% | 0.00% | -50.0% |
| Q4 2022 | $2,422,610 | +43.9% | 52,166 | +42.8% | 0.00% | +33.3% |
| Q3 2022 | $1,684,000 | +25.3% | 36,530 | +28.9% | 0.00% | +50.0% |
| Q2 2022 | $1,344,000 | -31.4% | 28,348 | -29.9% | 0.00% | -33.3% |
| Q1 2022 | $1,960,000 | -7.0% | 40,457 | -3.2% | 0.00% | 0.0% |
| Q4 2021 | $2,108,000 | -20.8% | 41,786 | -19.8% | 0.00% | -25.0% |
| Q3 2021 | $2,662,000 | +13.6% | 52,124 | +14.1% | 0.00% | 0.0% |
| Q2 2021 | $2,343,000 | +55.6% | 45,695 | +55.7% | 0.00% | +100.0% |
| Q1 2021 | $1,506,000 | +52.6% | 29,357 | +53.6% | 0.00% | 0.0% |
| Q4 2020 | $987,000 | -1.1% | 19,108 | -1.3% | 0.00% | 0.0% |
| Q3 2020 | $998,000 | -21.4% | 19,358 | -21.5% | 0.00% | -33.3% |
| Q2 2020 | $1,269,000 | +26.8% | 24,663 | +24.3% | 0.00% | 0.0% |
| Q1 2020 | $1,001,000 | -13.7% | 19,849 | -13.9% | 0.00% | +50.0% |
| Q4 2019 | $1,160,000 | -41.4% | 23,041 | -41.4% | 0.00% | -60.0% |
| Q3 2019 | $1,981,000 | -39.8% | 39,294 | -39.8% | 0.01% | -37.5% |
| Q2 2019 | $3,292,000 | -12.3% | 65,322 | -13.2% | 0.01% | -27.3% |
| Q1 2019 | $3,755,000 | -24.7% | 75,285 | -25.9% | 0.01% | -31.2% |
| Q4 2018 | $4,985,000 | +432.0% | 101,535 | +431.6% | 0.02% | +433.3% |
| Q3 2018 | $937,000 | -40.6% | 19,100 | -40.6% | 0.00% | -40.0% |
| Q2 2018 | $1,577,000 | +19.4% | 32,160 | +20.2% | 0.01% | +25.0% |
| Q1 2018 | $1,321,000 | +8.5% | 26,765 | +9.4% | 0.00% | 0.0% |
| Q4 2017 | $1,218,000 | +65.0% | 24,459 | +66.4% | 0.00% | +33.3% |
| Q3 2017 | $738,000 | -48.6% | 14,696 | -48.5% | 0.00% | -40.0% |
| Q2 2017 | $1,435,000 | +86.6% | 28,549 | +86.3% | 0.01% | +66.7% |
| Q1 2017 | $769,000 | – | 15,325 | – | 0.00% | – |
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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% |
| Providence First Trust Co | 90,210 | $4,650,000 | 4.55% |