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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,950 | -8.1% | 7,682 | 0.0% | 0.29% | -4.6% |
| Q2 2023 | $656,339 | +75.7% | 7,682 | +44.6% | 0.30% | +50.0% |
| Q1 2023 | $373,495 | +33.6% | 5,314 | +15.2% | 0.20% | +14.1% |
| Q4 2022 | $279,609 | +16.5% | 4,614 | +0.0% | 0.18% | +18.0% |
| Q3 2022 | $240,000 | -0.8% | 4,613 | 0.0% | 0.15% | +4.9% |
| Q2 2022 | $242,000 | -8.7% | 4,613 | +2.9% | 0.14% | +25.4% |
| Q1 2022 | $265,000 | -28.6% | 4,483 | 0.0% | 0.11% | -19.1% |
| Q4 2021 | $371,000 | – | 4,483 | – | 0.14% | – |
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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% |