ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 255 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,031 | -8.1% | 2,867 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $244,956 | +21.6% | 2,867 | 0.0% | 0.05% | +18.2% |
| Q1 2023 | $201,521 | -26.5% | 2,867 | -13.2% | 0.04% | -21.4% |
| Q4 2021 | $274,000 | +25.1% | 3,302 | 0.0% | 0.06% | +14.3% |
| Q3 2021 | $219,000 | -4.4% | 3,302 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $229,000 | +2.2% | 3,302 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $224,000 | +11.4% | 3,302 | -7.2% | 0.05% | -5.5% |
| Q3 2020 | $201,000 | -34.7% | 3,560 | -55.9% | 0.06% | -40.9% |
| Q2 2018 | $308,000 | -3.4% | 8,066 | 0.0% | 0.09% | -4.1% |
| Q1 2018 | $319,000 | -9.6% | 8,066 | 0.0% | 0.10% | -7.6% |
| Q4 2017 | $353,000 | – | 8,066 | – | 0.10% | – |
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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% |