Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,655
-8.1%
4670.0%0.00%0.0%
Q2 2023$39,900
+21.6%
4670.0%0.00%0.0%
Q1 2023$32,825
+16.0%
4670.0%0.00%0.0%
Q4 2022$28,303
+17.9%
4670.0%0.00%0.0%
Q3 2022$24,000
-4.0%
4670.0%0.00%0.0%
Q2 2022$25,000
-13.8%
467
-5.7%
0.00%0.0%
Q1 2022$29,000
-25.6%
495
+6.0%
0.00%0.0%
Q4 2021$39,000
+25.8%
4670.0%0.00%0.0%
Q3 2021$31,000
-3.1%
4670.0%0.00%0.0%
Q2 2021$32,0000.0%4670.0%0.00%0.0%
Q1 2021$32,000467
+15466.7%
0.00%
Q1 2020$0
-100.0%
3
-99.7%
0.00%
-100.0%
Q2 2019$34,000
+1033.3%
900
+800.0%
0.00%
Q4 2014$3,000
+200.0%
100
+222.6%
0.00%
Q4 2013$1,000310.00%
Other shareholders
ISHARES TR shareholders Q2 2022
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