ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311 | +23.9% | 3,964 | +35.0% | 0.02% | +25.0% |
| Q2 2023 | $251 | +2.0% | 2,936 | -16.1% | 0.01% | 0.0% |
| Q1 2023 | $246 | -99.9% | 3,500 | +8.0% | 0.01% | +20.0% |
| Q3 2021 | $214,000 | -32.3% | 3,241 | -71.6% | 0.01% | -80.8% |
| Q2 2016 | $316,000 | -55.0% | 11,431 | -55.9% | 0.05% | -57.4% |
| Q1 2016 | $702,000 | -9.4% | 25,941 | -9.3% | 0.12% | -12.9% |
| Q4 2015 | $775,000 | -2.5% | 28,616 | -6.0% | 0.14% | -12.5% |
| Q3 2015 | $795,000 | +1.0% | 30,456 | +6.2% | 0.16% | +10.3% |
| Q2 2015 | $787,000 | +4.4% | 28,686 | +7.4% | 0.14% | +13.3% |
| Q1 2015 | $754,000 | +80.0% | 26,720 | +58.0% | 0.13% | +91.0% |
| Q2 2014 | $419,000 | -3.9% | 16,914 | -6.0% | 0.07% | -11.8% |
| Q1 2014 | $436,000 | -7.0% | 17,993 | -4.9% | 0.08% | -31.5% |
| Q4 2013 | $469,000 | +9.1% | 18,911 | -1.7% | 0.11% | -2.6% |
| Q3 2013 | $430,000 | – | 19,231 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 238,548 | $18,723,633 | 6.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 46,596 | $3,657,353 | 3.42% |
| Riggs Asset Managment Co. Inc. | 115,538 | $9,068,578 | 3.23% |
| FOCUS Wealth Advisors, LLC | 53,284 | $4,182,261 | 2.90% |
| Kirkoswald Asset Management LLC | 20,000 | $100,000 | 2.64% |
| Portfolio Strategies, Inc. | 174,103 | $13,665,043 | 2.63% |
| Capital Asset Advisory Services LLC | 451,624 | $35,691,818 | 2.44% |
| SPC Financial, Inc. | 238,572 | $18,725,516 | 2.10% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 29,870 | $2,385,168 | 2.06% |
| Eldridge Investment Advisors, Inc. | 69,984 | $5,493 | 1.82% |