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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,774 | -8.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,816 | +21.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,544 | +16.0% | 150 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $9,091 | +13.6% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $9,000 | -25.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $12,000 | +20.0% | 150 | 0.0% | 0.00% | +33.3% |
| Q3 2021 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,000 | +25.0% | 150 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +75.0% | 150 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $4,000 | -42.9% | 150 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $7,000 | +16.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |