COMMONWEALTH EQUITY SERVICES, 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
COMMONWEALTH EQUITY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,276
+52.2%
143,660
+65.7%
0.02%
+53.3%
Q2 2023$7,409
+102.2%
86,717
+66.3%
0.02%
+87.5%
Q1 2023$3,665
+10.3%
52,153
-4.9%
0.01%0.0%
Q4 2022$3,324
-99.9%
54,851
-19.5%
0.01%
-11.1%
Q3 2022$3,547,000
-5.3%
68,163
-4.4%
0.01%
-10.0%
Q2 2022$3,744,000
-48.5%
71,318
-41.8%
0.01%
-41.2%
Q1 2022$7,263,000
-63.7%
122,565
-49.2%
0.02%
-62.2%
Q4 2021$19,990,000
+40.5%
241,085
+12.1%
0.04%
+25.0%
Q3 2021$14,227,000
+12.0%
214,988
+17.1%
0.04%
+12.5%
Q2 2021$12,703,000
+16.7%
183,516
+14.4%
0.03%
+3.2%
Q1 2021$10,883,000
+67.9%
160,364
+38.1%
0.03%
+63.2%
Q4 2020$6,481,000
+16.9%
116,158
+18.7%
0.02%0.0%
Q3 2020$5,544,000
+169.4%
97,869
+109.9%
0.02%
+137.5%
Q2 2020$2,058,000
+43.3%
46,624
-6.1%
0.01%
+14.3%
Q1 2020$1,436,000
-52.9%
49,663
-27.6%
0.01%
-41.7%
Q4 2019$3,048,000
+12.6%
68,617
+9.8%
0.01%0.0%
Q3 2019$2,706,000
+67.6%
62,491
+47.8%
0.01%
+71.4%
Q2 2019$1,615,000
-1.2%
42,279
-8.9%
0.01%
-12.5%
Q1 2019$1,634,000
+20.2%
46,391
+2.5%
0.01%
+14.3%
Q4 2018$1,359,000
-26.3%
45,247
-13.4%
0.01%
-22.2%
Q3 2018$1,845,000
-19.4%
52,232
-13.0%
0.01%
-25.0%
Q2 2018$2,290,000
-3.3%
60,014
+0.1%
0.01%
-7.7%
Q1 2018$2,368,000
-14.8%
59,974
-5.7%
0.01%
-13.3%
Q4 2017$2,779,00063,5730.02%
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