Annex Advisory Services, LLC - ISHARES TR ownership

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
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$611,000
-1.5%
10,9500.0%0.06%
-24.1%
Q3 2020$620,000
+28.4%
10,9500.0%0.08%
+17.9%
Q2 2020$483,000
+52.4%
10,9500.0%0.07%
+48.9%
Q1 2020$317,00010,9500.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management Fund Advisors LLC 117,200$6,153,0004.35%
COTTONWOOD CAPITAL ADVISORS, LLC 50,972$2,676,0002.42%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,657,0001.48%
Gerber Kawasaki Wealth & Investment Management 228,830$12,013,0001.14%
Capital Asset Advisory Services LLC 182,952$9,605,0001.06%
Main Management LLC 135,812$7,130,0000.85%
Carl P. Sherr & Co., LLC 14,666$770,0000.58%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,125$584,0000.48%
X-Square Capital, LLC 15,226$799,0000.48%
PEDDOCK CAPITAL ADVISORS, LLC 23,389$1,228,0000.48%
View complete list of ISHARES TR shareholders