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 | $899,937 | -8.8% | 11,466 | -0.7% | 0.30% | -5.0% |
| Q2 2023 | $986,458 | +21.7% | 11,546 | +0.1% | 0.32% | +15.2% |
| Q1 2023 | $810,656 | +15.9% | 11,533 | -0.0% | 0.28% | +10.4% |
| Q4 2022 | $699,230 | +16.7% | 11,537 | +0.2% | 0.25% | +10.6% |
| Q3 2022 | $599,000 | -0.7% | 11,518 | +0.2% | 0.23% | +11.9% |
| Q2 2022 | $603,000 | -11.3% | 11,490 | +0.2% | 0.20% | +11.6% |
| Q1 2022 | $680,000 | -28.3% | 11,471 | +0.2% | 0.18% | -4.2% |
| Q4 2021 | $949,000 | +24.7% | 11,447 | -0.5% | 0.19% | +33.1% |
| Q3 2021 | $761,000 | -4.3% | 11,503 | +0.1% | 0.14% | +10.9% |
| Q2 2021 | $795,000 | +2.1% | 11,491 | +0.1% | 0.13% | +10.3% |
| Q1 2021 | $779,000 | +21.7% | 11,480 | +0.1% | 0.12% | -40.8% |
| Q4 2020 | $640,000 | -1.8% | 11,469 | -0.4% | 0.20% | -23.7% |
| Q3 2020 | $652,000 | +28.3% | 11,514 | +0.1% | 0.26% | -3.4% |
| Q2 2020 | $508,000 | +53.0% | 11,505 | +0.1% | 0.27% | +49.4% |
| Q1 2020 | $332,000 | -34.8% | 11,493 | +0.2% | 0.18% | -23.6% |
| Q4 2019 | $509,000 | – | 11,468 | – | 0.23% | – |
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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% |