JAMES INVESTMENT RESEARCH INC - 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
JAMES INVESTMENT RESEARCH INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$23,000
+155.6%
272
+36.0%
0.00%
Q4 2017$9,000
+28.6%
2000.0%0.00%
Q3 2017$7,0000.0%2000.0%0.00%
Q2 2017$7,000
-92.9%
200
-94.4%
0.00%
-100.0%
Q3 2016$99,000
-1.0%
3,6000.0%0.00%0.0%
Q2 2016$100,000
-2.9%
3,600
-5.3%
0.00%0.0%
Q1 2016$103,000
-77.4%
3,800
-77.4%
0.00%
-72.7%
Q4 2015$455,000
+3.6%
16,8210.0%0.01%
-8.3%
Q3 2015$439,000
+81.4%
16,821
+91.1%
0.01%
+100.0%
Q2 2015$242,000
-2.4%
8,8000.0%0.01%0.0%
Q1 2015$248,000
+22.8%
8,800
+12.8%
0.01%0.0%
Q4 2014$202,000
-27.1%
7,800
-36.6%
0.01%
-33.3%
Q3 2014$277,000
-9.2%
12,3000.0%0.01%
-10.0%
Q2 2014$305,000
-17.1%
12,300
-19.1%
0.01%
-16.7%
Q1 2014$368,000
-17.7%
15,200
-15.6%
0.01%
-14.3%
Q4 2013$447,000
-45.4%
18,000
-50.8%
0.01%
-54.8%
Q3 2013$818,000
-31.8%
36,600
-31.7%
0.03%
-36.7%
Q2 2013$1,200,00053,6000.05%
Other shareholders
ISHARES TR shareholders Q1 2022
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