Bison Wealth, 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
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$47,000
-11.3%
904
+0.1%
0.03%0.0%
Q1 2022$53,000
-50.9%
903
-30.6%
0.03%
-57.1%
Q4 2021$108,000
+25.6%
1,302
+0.1%
0.06%
+61.5%
Q3 2021$86,000
-4.4%
1,3010.0%0.04%0.0%
Q2 2021$90,000
+2.3%
1,301
+0.1%
0.04%
+2.6%
Q1 2021$88,000
+1366.7%
1,300
+1200.0%
0.04%
+1166.7%
Q4 2020$6,0000.0%1000.0%0.00%
-25.0%
Q3 2020$6,000
-90.9%
100
-93.3%
0.00%
-90.5%
Q2 2020$66,000
+53.5%
1,5000.0%0.04%
+35.5%
Q1 2020$43,000
-43.4%
1,500
-11.8%
0.03%
-13.9%
Q4 2019$76,000
-91.5%
1,700
-95.1%
0.04%
-93.9%
Q3 2015$899,00034,4470.59%
Other shareholders
ISHARES TR shareholders Q4 2020
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