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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,275 | -23.0% | 28,979 | -16.2% | 0.40% | -19.0% |
| Q2 2023 | $2,954 | -99.7% | 34,569 | +87.7% | 0.49% | +71.5% |
| Q4 2020 | $1,028,000 | +8.9% | 18,419 | +10.6% | 0.29% | -14.5% |
| Q3 2020 | $944,000 | -39.2% | 16,655 | -69.0% | 0.34% | -48.8% |
| Q1 2020 | $1,552,000 | -59.3% | 53,651 | -37.5% | 0.66% | -47.9% |
| Q4 2019 | $3,812,000 | -5.0% | 85,827 | -7.4% | 1.26% | -14.7% |
| Q3 2019 | $4,014,000 | +12.4% | 92,692 | -0.8% | 1.48% | +11.8% |
| Q2 2019 | $3,572,000 | -0.7% | 93,451 | +2.6% | 1.32% | -28.9% |
| Q1 2018 | $3,596,000 | -8.9% | 91,066 | +0.9% | 1.86% | +11.8% |
| Q4 2017 | $3,946,000 | +18.7% | 90,279 | -0.8% | 1.66% | +14.3% |
| Q3 2017 | $3,324,000 | +47385.7% | 90,988 | +27896.3% | 1.46% | +29040.0% |
| Q3 2014 | $7,000 | -12.5% | 325 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $8,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | -99.7% | 325 | -99.8% | 0.01% | -99.8% |
| Q2 2013 | $3,078,000 | – | 137,515 | – | 2.26% | – |
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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% |