NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,210,818
-45.3%
14,171
-55.0%
0.10%
-55.8%
Q1 2023$2,212,278
-20.8%
31,473
-31.7%
0.22%
-9.3%
Q4 2022$2,792,782
-24.4%
46,081
-35.1%
0.25%
-30.0%
Q3 2022$3,696,000
-18.8%
71,015
-12.8%
0.35%
-16.2%
Q2 2022$4,554,000
+308.1%
81,468
+332.5%
0.42%
+389.5%
Q1 2022$1,116,000
-68.1%
18,836
-55.3%
0.09%
-68.8%
Q4 2021$3,493,000
+227.4%
42,127
+161.3%
0.28%
+184.5%
Q3 2021$1,067,000
+59.3%
16,121
+66.6%
0.10%
+56.5%
Q2 2021$670,000
-79.8%
9,674
-80.2%
0.06%
-81.2%
Q1 2021$3,309,000
+21.8%
48,763
+0.2%
0.33%
+6.1%
Q4 2020$2,717,000
-57.6%
48,686
-57.0%
0.31%
-70.7%
Q3 2020$6,408,000
+21.0%
113,108
-5.7%
1.06%
+42.6%
Q2 2020$5,296,000
+82.2%
119,959
+19.4%
0.74%
+850.0%
Q1 2020$2,907,000
+458.0%
100,484
+756.0%
0.08%
-13.3%
Q4 2019$521,000
+150.5%
11,739
+144.2%
0.09%
+130.8%
Q3 2019$208,0004,8080.04%
Other shareholders
ISHARES TR shareholders Q3 2023
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