CIBC Private Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 133 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 2.02 and the average weighting 0.4%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,084
-5.6%
3,441
-46.6%
0.00%0.0%
Q4 2019$286,000
+1330.0%
6,449
+1126.0%
0.00%
Q2 2018$20,000
-4.8%
5260.0%0.00%
Q1 2018$21,000
-8.7%
5260.0%0.00%
Q4 2017$23,000
-95.3%
526
-97.0%
0.00%
-100.0%
Q3 2016$489,000
-0.4%
17,7550.0%0.00%
-25.0%
Q2 2016$491,000
+2.1%
17,7550.0%0.00%0.0%
Q1 2016$481,0000.0%17,7550.0%0.00%0.0%
Q4 2015$481,000
+3.9%
17,7550.0%0.00%0.0%
Q3 2015$463,000
-4.9%
17,7550.0%0.00%0.0%
Q2 2015$487,000
-2.8%
17,7550.0%0.00%0.0%
Q1 2015$501,000
+9.2%
17,7550.0%0.00%0.0%
Q4 2014$459,000
+15.0%
17,7550.0%0.00%
+33.3%
Q3 2014$399,000
-9.3%
17,7550.0%0.00%
-25.0%
Q2 2014$440,000
+0.2%
17,7550.0%0.00%0.0%
Q1 2014$439,00017,7550.00%
Other shareholders
ISHARES TR shareholders Q3 2016
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