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 | $253,485 | -44.6% | 3,223 | -39.8% | 0.01% | -30.0% |
| Q2 2023 | $457,573 | +7.5% | 5,355 | -11.6% | 0.01% | -9.1% |
| Q1 2023 | $425,798 | +25.0% | 6,057 | +7.8% | 0.01% | +10.0% |
| Q4 2022 | $340,580 | -84.2% | 5,619 | -86.3% | 0.01% | -89.0% |
| Q2 2022 | $2,156,000 | -75.8% | 41,072 | -72.6% | 0.09% | -68.7% |
| Q1 2022 | $8,894,000 | -24.1% | 150,075 | +6.2% | 0.29% | -13.9% |
| Q4 2021 | $11,720,000 | +24.3% | 141,336 | +1.2% | 0.34% | +12.7% |
| Q3 2021 | $9,428,000 | -2.5% | 139,606 | -0.9% | 0.30% | -4.5% |
| Q2 2021 | $9,666,000 | +11.7% | 140,838 | +1.9% | 0.31% | +2.6% |
| Q1 2021 | $8,650,000 | +20.5% | 138,169 | +7.4% | 0.31% | -20.3% |
| Q4 2020 | $7,179,000 | +145.9% | 128,651 | +149.3% | 0.38% | +146.2% |
| Q3 2020 | $2,920,000 | +36400.0% | 51,608 | +17102.7% | 0.16% | – |
| Q4 2014 | $8,000 | -100.0% | 300 | -62.5% | 0.00% | -100.0% |
| Q2 2014 | $19,840,000 | – | 800 | – | 0.01% | – |
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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% |