Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
+300.0%
68
+580.0%
0.00%
Q1 2022$1,0000.0%100.0%0.00%
Q4 2021$1,0000.0%100.0%0.00%
Q3 2021$1,0000.0%100.0%0.00%
Q2 2021$1,000100.0%0.00%
Q1 2020$0100.0%0.00%
Q4 2019$0100.0%0.00%
Q2 2019$0100.0%0.00%
Q1 2019$0100.0%0.00%
Q4 2018$0100.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders