Peterson Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 195 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.5%.

Quarter-by-quarter ownership
Peterson Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$241,000
-4.4%
3,6390.0%0.08%
-10.1%
Q2 2021$252,000
+2.0%
3,6390.0%0.09%
-11.9%
Q1 2021$247,000
+21.7%
3,6390.0%0.10%
+13.5%
Q4 2020$203,000
-1.5%
3,6390.0%0.09%
-16.0%
Q3 2020$206,000
-23.7%
3,639
-48.6%
0.11%
-51.6%
Q2 2018$270,000
-3.6%
7,0850.0%0.22%
-5.2%
Q1 2018$280,000
-9.4%
7,085
+0.1%
0.23%
-17.2%
Q4 2017$309,0007,0760.28%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Miller Investment Management, LP 1,609,341$44,225,00014.31%
OAKMONT Corp 2,267,400$62,308,00011.40%
CUMBERLAND ADVISORS INC 268,380$7,375,0005.26%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 102,868$5,530,0003.65%
Marketfield Asset Management LLC 515,854$14,176,0002.81%
Graticule Asia Macro Advisors LLC 580,000$15,938,0001.92%
SOL Capital Management CO 217,651$5,981,0001.80%
Main Management LLC 335,189$9,211,0001.59%
Janney Capital Management LLC 1,222,239$33,587,0001.54%
S. R. Schill & Associates 81,757$2,247,0001.46%
View complete list of ISHARES TR shareholders