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 | $298,262 | -8.1% | 3,800 | 0.0% | 0.08% | -3.6% |
| Q2 2023 | $324,672 | +21.6% | 3,800 | 0.0% | 0.08% | +22.1% |
| Q1 2023 | $267,102 | +16.0% | 3,800 | 0.0% | 0.07% | +9.7% |
| Q4 2022 | $230,299 | +2.4% | 3,800 | 0.0% | 0.06% | +14.8% |
| Q1 2022 | $225,000 | -28.6% | 3,800 | 0.0% | 0.05% | -23.9% |
| Q4 2021 | $315,000 | +25.5% | 3,800 | 0.0% | 0.07% | +16.4% |
| Q3 2021 | $251,000 | -4.6% | 3,800 | 0.0% | 0.06% | -4.7% |
| Q2 2021 | $263,000 | +1.9% | 3,800 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $258,000 | +21.7% | 3,800 | 0.0% | 0.07% | +15.8% |
| Q4 2020 | $212,000 | -1.4% | 3,800 | 0.0% | 0.06% | -9.5% |
| Q3 2020 | $215,000 | -22.9% | 3,800 | -39.4% | 0.06% | -25.9% |
| Q4 2019 | $279,000 | +2.6% | 6,271 | +0.0% | 0.08% | -5.6% |
| Q3 2019 | $272,000 | +10.1% | 6,270 | -3.1% | 0.09% | +9.8% |
| Q2 2019 | $247,000 | +2.1% | 6,471 | -5.8% | 0.08% | 0.0% |
| Q1 2019 | $242,000 | +17.5% | 6,871 | +0.0% | 0.08% | +6.5% |
| Q4 2018 | $206,000 | -17.9% | 6,869 | -3.5% | 0.08% | -9.4% |
| Q3 2018 | $251,000 | -7.4% | 7,115 | 0.0% | 0.08% | -11.5% |
| Q2 2018 | $271,000 | +7.1% | 7,115 | +10.9% | 0.10% | +5.5% |
| Q1 2018 | $253,000 | -3.1% | 6,415 | +7.5% | 0.09% | -3.2% |
| Q4 2017 | $261,000 | +23.7% | 5,965 | +3.5% | 0.09% | +16.0% |
| Q3 2017 | $211,000 | – | 5,765 | – | 0.08% | – |
Download | ||||||
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% |