Allworth Financial LP - 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
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$95,805
-34.6%
1,221
-28.8%
0.00%0.0%
Q2 2023$146,496
+21.6%
1,715
+0.1%
0.00%0.0%
Q1 2023$120,477
+11.7%
1,714
-3.7%
0.00%0.0%
Q4 2022$107,816
+26.8%
1,779
+9.5%
0.00%0.0%
Q3 2022$85,000
+203.6%
1,624
+207.0%
0.00%
Q2 2022$28,000
-9.7%
5290.0%0.00%
Q1 2022$31,000
-32.6%
529
-5.4%
0.00%
-100.0%
Q4 2021$46,000
+24.3%
5590.0%0.00%0.0%
Q3 2021$37,000
-7.5%
559
-2.6%
0.00%0.0%
Q2 2021$40,000
+2.6%
5740.0%0.00%0.0%
Q1 2021$39,000
+21.9%
5740.0%0.00%0.0%
Q4 2020$32,0000.0%574
+1.2%
0.00%0.0%
Q3 2020$32,000
+28.0%
567
-1.2%
0.00%0.0%
Q2 2020$25,000
+66.7%
574
+8.5%
0.00%
Q1 2020$15,000
-34.8%
5290.0%0.00%
-100.0%
Q4 2019$23,0000.0%5290.0%0.00%0.0%
Q3 2019$23,000
-25.8%
529
-40.6%
0.00%0.0%
Q3 2018$31,000
-8.8%
8910.0%0.00%
-50.0%
Q2 2018$34,000
-2.9%
8910.0%0.00%
-33.3%
Q1 2018$35,000
-10.3%
8910.0%0.00%0.0%
Q4 2017$39,000
+18.2%
8910.0%0.00%0.0%
Q3 2017$33,000
+10.0%
8910.0%0.00%0.0%
Q2 2017$30,000
+7.1%
8910.0%0.00%0.0%
Q1 2017$28,000
+40.0%
891
+22.9%
0.00%
+50.0%
Q4 2016$20,000
+33.3%
725
+31.8%
0.00%0.0%
Q3 2016$15,000
+50.0%
550
+45.1%
0.00%
+100.0%
Q2 2016$10,000
+100.0%
379
+89.5%
0.00%0.0%
Q1 2016$5,0000.0%2000.0%0.00%0.0%
Q4 2015$5,0002000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders