Giverny Capital - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Giverny Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,095,877
-2.9%
13,962
+5.7%
0.06%
+1.7%
Q2 2023$1,128,235
+227.0%
13,205
+169.1%
0.06%
+181.0%
Q1 2023$344,983
-46.1%
4,908
-53.5%
0.02%
-47.5%
Q4 2022$639,496
+32.7%
10,551
+14.0%
0.04%
+21.2%
Q3 2022$482,000
+7.1%
9,254
+7.9%
0.03%
+10.0%
Q2 2022$450,000
+13.6%
8,578
+28.4%
0.03%
+36.4%
Q1 2022$396,000
+14.1%
6,681
+59.8%
0.02%
+15.8%
Q4 2021$347,000
-28.3%
4,181
-42.9%
0.02%
+35.7%
Q3 2021$484,000
+137.3%
7,322
+148.8%
0.01%
+16.7%
Q2 2021$204,0002,9430.01%
Other shareholders
ISHARES TR shareholders Q1 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