CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$701,622
-8.1%
8,9390.0%0.03%
-6.5%
Q2 2023$763,748
+21.6%
8,9390.0%0.03%
+19.2%
Q1 2023$628,322
+15.4%
8,939
-0.5%
0.03%
+8.3%
Q4 2022$544,657
+16.4%
8,9870.0%0.02%
+9.1%
Q3 2022$468,000
-43.3%
8,987
-42.9%
0.02%
-38.9%
Q2 2022$826,000
-11.5%
15,7390.0%0.04%
+2.9%
Q1 2022$933,000
-25.7%
15,739
+4.0%
0.04%
-20.5%
Q4 2021$1,255,000
+14.0%
15,1300.0%0.04%
+10.0%
Q3 2021$1,101,000
+1.7%
15,1300.0%0.04%
-2.4%
Q2 2021$1,083,000
+5.5%
15,1300.0%0.04%
-2.4%
Q1 2021$1,027,000
+21.7%
15,1300.0%0.04%
+13.5%
Q4 2020$844,000
-1.5%
15,1300.0%0.04%
-9.8%
Q3 2020$857,000
+21.9%
15,130
-5.0%
0.04%
+13.9%
Q2 2020$703,000
+52.5%
15,9300.0%0.04%
+28.6%
Q1 2020$461,000
-34.9%
15,9300.0%0.03%
-17.6%
Q4 2019$708,000
+2.6%
15,9300.0%0.03%
-5.6%
Q3 2019$690,000
+13.3%
15,9300.0%0.04%
+12.5%
Q2 2019$609,000
+4.5%
15,930
-3.6%
0.03%
+3.2%
Q1 2019$583,000
+15.2%
16,530
-1.9%
0.03%0.0%
Q4 2018$506,000
-17.5%
16,850
-2.8%
0.03%
-3.1%
Q3 2018$613,000
-15.2%
17,340
-8.4%
0.03%
-20.0%
Q2 2018$723,000
-3.3%
18,9400.0%0.04%
-4.8%
Q1 2018$748,000
-20.1%
18,940
-11.5%
0.04%
-17.6%
Q4 2017$936,000
+19.7%
21,4000.0%0.05%
+8.5%
Q3 2017$782,000
+0.6%
21,400
-6.6%
0.05%
-2.1%
Q2 2017$777,000
+6.1%
22,9000.0%0.05%
+2.1%
Q1 2017$732,000
+16.4%
22,9000.0%0.05%
+11.9%
Q4 2016$629,000
-0.3%
22,9000.0%0.04%
-2.3%
Q3 2016$631,000
-0.3%
22,9000.0%0.04%
-2.3%
Q2 2016$633,000
+2.1%
22,9000.0%0.04%
+4.8%
Q1 2016$620,000
-0.2%
22,9000.0%0.04%
-2.3%
Q4 2015$621,000
-6.6%
22,900
-10.1%
0.04%
-10.4%
Q3 2015$665,000
-6.1%
25,475
-1.2%
0.05%0.0%
Q2 2015$708,000
-2.7%
25,7750.0%0.05%0.0%
Q1 2015$728,000
+9.1%
25,7750.0%0.05%
+9.1%
Q4 2014$667,000
+14.4%
25,775
-0.6%
0.04%
+10.0%
Q3 2014$583,000
-9.3%
25,9350.0%0.04%
-7.0%
Q2 2014$643,000
+2.4%
25,9350.0%0.04%
-2.3%
Q1 2014$628,000
-2.5%
25,9350.0%0.04%
-6.4%
Q4 2013$644,000
+11.2%
25,9350.0%0.05%
+2.2%
Q3 2013$579,000
-52.4%
25,935
-50.7%
0.05%
-11.5%
Q2 2013$1,216,00052,5700.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders