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 | $734 | 0.0% | 8,589 | 0.0% | 0.49% | 0.0% |
| Q2 2023 | $734 | -0.3% | 8,589 | -18.0% | 0.49% | +13.6% |
| Q1 2023 | $736 | -16.2% | 10,473 | -27.7% | 0.43% | -13.2% |
| Q4 2022 | $878 | -99.9% | 14,493 | -1.5% | 0.50% | +2.7% |
| Q3 2022 | $766,000 | -4.1% | 14,711 | -3.4% | 0.49% | +1.2% |
| Q2 2022 | $799,000 | -17.9% | 15,226 | -7.3% | 0.48% | -4.9% |
| Q1 2022 | $973,000 | -28.0% | 16,428 | +0.9% | 0.51% | -25.5% |
| Q4 2021 | $1,351,000 | +25.9% | 16,288 | +0.5% | 0.68% | +22.3% |
| Q3 2021 | $1,073,000 | -0.1% | 16,215 | +4.5% | 0.56% | +8.8% |
| Q2 2021 | $1,074,000 | +11.0% | 15,519 | +8.8% | 0.51% | +14.1% |
| Q1 2021 | $968,000 | +21.3% | 14,263 | -0.3% | 0.45% | +3.7% |
| Q4 2020 | $798,000 | +5.3% | 14,302 | +7.0% | 0.43% | -21.1% |
| Q3 2020 | $758,000 | – | 13,372 | – | 0.55% | – |
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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% |