OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 279 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 2.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$34,000
+21.4%
5000.0%0.01%
+25.0%
Q4 2020$28,0000.0%5000.0%0.01%
-11.1%
Q3 2020$28,000
+27.3%
5000.0%0.01%
+12.5%
Q2 2020$22,000
+57.1%
5000.0%0.01%
+33.3%
Q1 2020$14,000
-68.2%
500
-50.0%
0.01%
-53.8%
Q4 2019$44,000
+2.3%
1,0000.0%0.01%
-7.1%
Q3 2019$43,000
+13.2%
1,0000.0%0.01%
+16.7%
Q2 2019$38,000
+8.6%
1,0000.0%0.01%
+9.1%
Q1 2019$35,000
+16.7%
1,0000.0%0.01%
+10.0%
Q4 2018$30,000
-14.3%
1,0000.0%0.01%0.0%
Q3 2018$35,000
-7.9%
1,0000.0%0.01%
-9.1%
Q2 2018$38,000
-2.6%
1,0000.0%0.01%0.0%
Q1 2018$39,000
-7.1%
1,000
-33.3%
0.01%
-15.4%
Q1 2015$42,000
+7.7%
1,5000.0%0.01%0.0%
Q4 2014$39,000
+14.7%
1,5000.0%0.01%
+18.2%
Q3 2014$34,000
-8.1%
1,5000.0%0.01%
-8.3%
Q2 2014$37,0001,5000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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