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 | $1,808,960 | -6.5% | 23,047 | +1.7% | 0.03% | -8.6% |
| Q2 2023 | $1,935,748 | +18.4% | 22,656 | -2.6% | 0.04% | +12.9% |
| Q1 2023 | $1,635,195 | +26.0% | 23,264 | +48.6% | 0.03% | +34.8% |
| Q4 2021 | $1,298,000 | +25.5% | 15,651 | +4.8% | 0.02% | +15.0% |
| Q2 2021 | $1,034,000 | -8.4% | 14,934 | -10.2% | 0.02% | -20.0% |
| Q1 2021 | $1,129,000 | +456.2% | 16,638 | +263.4% | 0.02% | +400.0% |
| Q4 2019 | $203,000 | -53.7% | 4,578 | -54.7% | 0.01% | -68.8% |
| Q3 2019 | $438,000 | +64.7% | 10,114 | +49.2% | 0.02% | +60.0% |
| Q2 2019 | $266,000 | – | 6,781 | – | 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% |