Founders Financial Alliance, 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
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,762
-31.5%
214
-25.4%
0.01%
-30.0%
Q2 2023$24,483
+15.6%
287
-4.7%
0.01%
-9.1%
Q1 2023$21,185
-77.0%
301
-80.2%
0.01%
-73.8%
Q4 2022$92,171
+16.7%
1,521
+0.1%
0.04%
+5.0%
Q3 2022$79,000
-14.1%
1,520
-13.4%
0.04%
-14.9%
Q2 2022$92,000
-24.0%
1,756
-13.9%
0.05%
-13.0%
Q1 2022$121,000
-11.7%
2,040
+23.5%
0.05%
-1.8%
Q4 2021$137,000
+48.9%
1,652
+19.4%
0.06%
+27.9%
Q3 2021$92,000
-17.1%
1,384
-13.4%
0.04%
-14.0%
Q2 2021$111,000
+42.3%
1,598
+45.5%
0.05%
+31.6%
Q1 2021$78,0001,0980.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Main Management Fund Advisors LLC 117,200$6,153,0004.35%
COTTONWOOD CAPITAL ADVISORS, LLC 50,972$2,676,0002.42%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,657,0001.48%
Gerber Kawasaki Wealth & Investment Management 228,830$12,013,0001.14%
Capital Asset Advisory Services LLC 182,952$9,605,0001.06%
Main Management LLC 135,812$7,130,0000.85%
Carl P. Sherr & Co., LLC 14,666$770,0000.58%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,125$584,0000.48%
X-Square Capital, LLC 15,226$799,0000.48%
PEDDOCK CAPITAL ADVISORS, LLC 23,389$1,228,0000.48%
View complete list of ISHARES TR shareholders