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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,672 | -59.3% | 3,767 | -55.7% | 0.00% | -50.0% |
| Q2 2023 | $725,727 | +141.0% | 8,494 | +98.3% | 0.01% | +100.0% |
| Q1 2023 | $301,122 | -24.0% | 4,284 | -34.5% | 0.00% | -25.0% |
| Q4 2022 | $396,235 | +79.3% | 6,538 | +53.7% | 0.00% | 0.0% |
| Q3 2022 | $221,000 | -44.1% | 4,253 | -43.4% | 0.00% | -33.3% |
| Q2 2022 | $395,000 | -4.8% | 7,518 | +7.3% | 0.01% | 0.0% |
| Q1 2022 | $415,000 | -85.6% | 7,009 | -79.9% | 0.01% | -85.4% |
| Q4 2021 | $2,887,000 | +332.2% | 34,815 | +244.8% | 0.04% | +272.7% |
| Q3 2021 | $668,000 | +2.0% | 10,097 | +6.6% | 0.01% | 0.0% |
| Q2 2021 | $655,000 | -41.5% | 9,469 | -42.6% | 0.01% | -50.0% |
| Q1 2021 | $1,120,000 | +173.2% | 16,507 | +124.8% | 0.02% | +175.0% |
| Q4 2020 | $410,000 | – | 7,342 | – | 0.01% | – |
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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% |