Well Done, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 239 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,233,367
-11.7%
53,935
-3.8%
0.94%
-7.9%
Q2 2023$4,791,740
+17.3%
56,083
-3.5%
1.02%
+15.3%
Q1 2023$4,085,255
+103.3%
58,120
+71.4%
0.88%
+119.9%
Q1 2022$2,009,000
-16.4%
33,904
+17.1%
0.40%
-17.5%
Q4 2021$2,402,000
+42.6%
28,964
+13.7%
0.49%
+29.5%
Q3 2021$1,685,000
+3.2%
25,468
+8.0%
0.38%
+4.4%
Q2 2021$1,632,000
+4.3%
23,581
+2.3%
0.36%
+0.3%
Q1 2021$1,565,000
+82.2%
23,059
+49.8%
0.36%
+68.5%
Q4 2020$859,000
-7.7%
15,393
-6.3%
0.21%
-18.7%
Q3 2020$931,000
+25.3%
16,435
-2.3%
0.26%
+28.4%
Q2 2020$743,00016,8180.20%
Other shareholders
ISHARES TR shareholders Q2 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