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 | $2,237,750 | +15.3% | 28,510 | +25.5% | 0.39% | +10.4% |
| Q2 2023 | $1,941,026 | +30.0% | 22,718 | +7.0% | 0.36% | +22.8% |
| Q1 2023 | $1,492,890 | +571.2% | 21,239 | +478.7% | 0.29% | +528.3% |
| Q4 2022 | $222,420 | -5.8% | 3,670 | -19.1% | 0.05% | -9.8% |
| Q3 2022 | $236,000 | +9.3% | 4,536 | +10.2% | 0.05% | +10.9% |
| Q2 2022 | $216,000 | -12.2% | 4,117 | -0.7% | 0.05% | +15.0% |
| Q1 2022 | $246,000 | – | 4,147 | – | 0.04% | – |
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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% |