Advisor OS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,160,000
+23.9%
13,995
-1.0%
0.24%
+16.7%
Q3 2021$936,000
-15.8%
14,137
-12.0%
0.20%
-12.1%
Q2 2021$1,112,000
-26.8%
16,060
-28.3%
0.23%
-33.0%
Q1 2021$1,520,00022,3920.34%
Other shareholders
ISHARES TR shareholders Q1 2022
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