Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,343,000
-70.0%
25,573
-66.1%
0.11%
-63.1%
Q1 2022$4,473,000
-39.2%
75,483
-14.9%
0.30%
-36.3%
Q4 2021$7,354,000
+17.9%
88,692
-5.9%
0.46%
+10.0%
Q3 2021$6,239,000
-7.0%
94,283
-2.6%
0.42%
-6.0%
Q2 2021$6,705,000
+27.9%
96,835
+25.3%
0.45%
+20.4%
Q1 2021$5,244,000
+43.4%
77,269
+22.5%
0.37%
+48.8%
Q4 2020$3,658,000
+137.5%
63,087
+15.2%
0.25%
+71.2%
Q2 2020$1,540,000
+363.9%
54,751
+633.3%
0.15%
+317.1%
Q4 2019$332,000
+37.2%
7,466
+33.4%
0.04%
+25.0%
Q3 2019$242,000
-87.5%
5,597
-89.8%
0.03%
-88.3%
Q1 2019$1,933,000
+17.2%
54,849
-0.1%
0.24%
+6.7%
Q4 2018$1,650,000
-9.9%
54,913
+5.9%
0.22%
+9.8%
Q3 2018$1,832,000
+110.1%
51,840
+126.5%
0.20%
+93.4%
Q2 2018$872,000
+22.8%
22,883
+27.2%
0.11%
+15.2%
Q1 2018$710,00017,9890.09%
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