ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,339 | -8.1% | 9,789 | 0.0% | 0.26% | -8.4% |
| Q2 2023 | $836,372 | +16.4% | 9,789 | -4.2% | 0.29% | +15.8% |
| Q1 2023 | $718,294 | +60.1% | 10,219 | +38.0% | 0.25% | +43.6% |
| Q4 2022 | $448,780 | +10.5% | 7,405 | 0.0% | 0.17% | -8.0% |
| Q3 2022 | $406,000 | -27.4% | 7,405 | -24.7% | 0.19% | -29.7% |
| Q1 2022 | $559,000 | -28.8% | 9,838 | +4.0% | 0.27% | -17.4% |
| Q4 2021 | $785,000 | – | 9,464 | – | 0.32% | – |
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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% |