Affiance Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 255 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
Affiance Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$19,000
-45.7%
363
-38.9%
0.01%
-41.2%
Q1 2022$35,000
+16.7%
594
+63.6%
0.02%
+30.8%
Q4 2021$30,000
+25.0%
3630.0%0.01%
+30.0%
Q3 2021$24,000
-4.0%
3630.0%0.01%
-9.1%
Q2 2021$25,0000.0%3630.0%0.01%0.0%
Q1 2021$25,000
+25.0%
3630.0%0.01%
+10.0%
Q4 2020$20,0003630.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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