Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 246 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$568,392
-0.1%
7,241
+8.7%
0.02%
+5.0%
Q2 2023$569,049
+129.7%
6,660
+89.0%
0.02%
+150.0%
Q1 2023$247,748
+10.0%
3,524
-5.1%
0.01%0.0%
Q4 2022$225,157
-21.0%
3,715
-32.1%
0.01%
-27.3%
Q3 2022$285,000
-8.1%
5,470
-7.5%
0.01%0.0%
Q2 2022$310,000
+5.4%
5,911
+19.0%
0.01%
+22.2%
Q1 2022$294,000
-74.9%
4,966
-64.8%
0.01%
-72.7%
Q4 2021$1,170,000
+277.4%
14,104
+200.7%
0.03%
+266.7%
Q3 2021$310,000
-38.4%
4,691
-35.4%
0.01%
-40.0%
Q2 2021$503,000
-9.9%
7,265
-11.6%
0.02%
-16.7%
Q1 2021$558,000
+169.6%
8,217
+122.0%
0.02%
+157.1%
Q4 2020$207,000
-25.8%
3,702
-24.8%
0.01%
-36.4%
Q3 2020$279,000
+22.9%
4,925
-3.5%
0.01%
+10.0%
Q4 2019$227,000
-9.2%
5,105
-11.5%
0.01%
-16.7%
Q3 2019$250,000
+15.7%
5,770
+2.0%
0.01%
+9.1%
Q2 2019$216,000
+6.4%
5,658
-1.6%
0.01%
-8.3%
Q1 2019$203,000
-25.4%
5,748
-7.6%
0.01%
-42.9%
Q4 2017$272,000
+15.7%
6,223
-25.2%
0.02%
-32.3%
Q1 2015$235,000
-18.7%
8,315
-25.7%
0.03%
-18.4%
Q4 2014$289,00011,1840.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders