Ascent Group, LLC - ISHARES TR ownership

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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$828,810
-33.6%
10,333
-26.4%
0.09%
-33.3%
Q2 2023$1,248,615
-44.2%
14,042
-55.9%
0.14%
-42.0%
Q1 2023$2,238,807
+3.6%
31,851
-10.7%
0.24%
-6.3%
Q4 2022$2,161,720
+62.9%
35,669
+51.3%
0.25%
+57.8%
Q3 2022$1,327,000
-26.5%
23,575
-20.2%
0.16%
-25.5%
Q2 2022$1,805,000
-3.0%
29,551
-5.9%
0.22%
-0.5%
Q1 2022$1,861,00031,4040.22%
Other shareholders
ISHARES TR shareholders Q3 2023
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