First Personal Financial Services - 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
First Personal Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$7,029
-42.0%
100
-50.0%
0.00%
-33.3%
Q4 2022$12,121
+21.2%
2000.0%0.00%0.0%
Q3 2022$10,0000.0%2000.0%0.00%0.0%
Q2 2022$10,000
-16.7%
2000.0%0.00%0.0%
Q1 2022$12,000
-29.4%
2000.0%0.00%
-25.0%
Q4 2021$17,000
+30.8%
2000.0%0.00%
+33.3%
Q3 2021$13,000
-7.1%
2000.0%0.00%
-25.0%
Q2 2021$14,000
-30.0%
200
-33.3%
0.00%
-20.0%
Q1 2021$20,000
+17.6%
3000.0%0.01%0.0%
Q4 2020$17,0000.0%3000.0%0.01%0.0%
Q3 2020$17,000
+30.8%
3000.0%0.01%
+25.0%
Q2 2020$13,000
-7.1%
300
-40.0%
0.00%
-20.0%
Q1 2020$14,000
-36.4%
5000.0%0.01%
-28.6%
Q4 2019$22,000
-67.2%
500
-67.5%
0.01%
-66.7%
Q3 2019$67,000
+13.6%
1,5400.0%0.02%
+23.5%
Q2 2019$59,000
+9.3%
1,5400.0%0.02%
+6.2%
Q1 2019$54,000
+17.4%
1,5400.0%0.02%0.0%
Q4 2018$46,000
-14.8%
1,5400.0%0.02%
-5.9%
Q3 2018$54,000
-8.5%
1,5400.0%0.02%
-15.0%
Q2 2018$59,000
-11.9%
1,540
-9.4%
0.02%
+33.3%
Q1 2018$67,000
-9.5%
1,7000.0%0.02%
+7.1%
Q4 2017$74,000
+19.4%
1,7000.0%0.01%
+7.7%
Q3 2017$62,000
+6.9%
1,7000.0%0.01%0.0%
Q2 2017$58,000
+7.4%
1,7000.0%0.01%0.0%
Q1 2017$54,000
+14.9%
1,7000.0%0.01%
+8.3%
Q4 2016$47,0000.0%1,7000.0%0.01%
-14.3%
Q3 2016$47,0000.0%1,7000.0%0.01%
-12.5%
Q2 2016$47,000
+2.2%
1,7000.0%0.02%
-30.4%
Q1 2016$46,0000.0%1,7000.0%0.02%
-11.5%
Q4 2015$46,000
+2.2%
1,7000.0%0.03%
-3.7%
Q3 2015$45,000
-4.3%
1,7000.0%0.03%
-3.6%
Q2 2015$47,000
-2.1%
1,7000.0%0.03%
-3.4%
Q1 2015$48,000
+11.6%
1,7000.0%0.03%
+16.0%
Q4 2014$43,0001,7000.02%
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