BTR CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 824 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,039,000
-1.0%
8,880
-0.4%
0.16%
+7.3%
Q2 2022$1,049,000
-13.4%
8,915
-4.1%
0.15%
+1.3%
Q1 2022$1,212,000
-17.0%
9,300
-2.9%
0.15%
-9.7%
Q4 2021$1,461,000
-3.2%
9,575
+2.6%
0.16%
-11.8%
Q3 2021$1,509,000
-1.2%
9,3350.0%0.19%
-2.1%
Q2 2021$1,528,000
+8.8%
9,3350.0%0.19%
-6.4%
Q1 2021$1,405,000
-0.8%
9,335
-0.2%
0.20%
-7.7%
Q4 2020$1,417,000
+12.7%
9,355
+0.8%
0.22%
-0.5%
Q3 2020$1,257,000
-4.0%
9,280
-3.1%
0.22%
-9.8%
Q2 2020$1,309,000
-1.5%
9,580
-22.3%
0.25%
-16.3%
Q1 2020$1,329,000
-25.1%
12,335
-16.2%
0.29%
-3.9%
Q4 2019$1,774,000
+21.5%
14,720
+0.3%
0.31%
+11.7%
Q3 2019$1,460,000
-9.5%
14,675
-0.7%
0.27%
-9.0%
Q2 2019$1,613,000
-7.1%
14,783
-4.8%
0.30%
-9.9%
Q1 2019$1,737,000
+11.5%
15,533
-3.9%
0.33%
+1.8%
Q4 2018$1,558,000
-22.4%
16,158
-1.9%
0.33%
-6.0%
Q3 2018$2,008,000
+10.8%
16,468
-0.3%
0.35%0.0%
Q2 2018$1,813,000
-2.3%
16,513
-5.0%
0.35%
-5.9%
Q1 2018$1,855,000
+5.6%
17,378
+5.6%
0.37%
+7.8%
Q4 2017$1,757,000
-1.1%
16,454
+208.8%
0.34%
-5.0%
Q3 2017$1,777,000
+6.2%
5,328
-1.3%
0.36%
+5.5%
Q2 2017$1,674,000
+2.5%
5,398
-3.1%
0.34%
+0.3%
Q1 2017$1,633,000
+57.3%
5,568
+55.3%
0.34%
+46.8%
Q4 2016$1,038,0000.0%3,5850.0%0.23%0.0%
Q3 2016$1,038,000
+11.4%
3,585
-1.0%
0.23%
+8.9%
Q2 2016$932,000
-5.5%
3,620
-4.2%
0.21%
-6.6%
Q1 2016$986,000
-26.8%
3,780
-5.0%
0.23%
-25.2%
Q4 2015$1,347,000
+10.5%
3,980
-1.0%
0.31%
+4.8%
Q3 2015$1,219,000
-29.9%
4,020
-14.6%
0.29%
-28.6%
Q2 2015$1,738,000
-3.6%
4,710
-10.3%
0.41%
-6.4%
Q1 2015$1,803,000
-23.9%
5,250
-32.7%
0.44%
-32.4%
Q4 2014$2,368,000
+3.4%
7,805
-6.8%
0.65%
+2.2%
Q3 2014$2,290,000
+11.7%
8,370
+5.0%
0.63%
+12.3%
Q2 2014$2,050,000
+25.5%
7,975
+15.4%
0.56%
+18.3%
Q1 2014$1,634,000
-16.0%
6,910
-19.3%
0.48%
-14.2%
Q4 2013$1,945,000
+5.5%
8,565
-2.6%
0.56%
-4.0%
Q3 2013$1,843,000
+19.8%
8,795
-0.6%
0.58%
+20.9%
Q2 2013$1,538,0008,8450.48%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
GOLDMAN SACHS GROUP INC 1,520,361$197,579,0000.09%
Rehmann Capital Advisory Group 1,970$256,0000.08%
HUNTINGTON NATIONAL BANK 1,363$177,0000.01%
GOLDMAN SACHS GROUP INC 69,400$9,019,0000.00%
GOLDMAN SACHS GROUP INC 57,200$7,433,0000.00%
HSBC HOLDINGS PLC 5,825$757,0000.00%
MUFG Americas Holdings Corp 1,005$131,0000.00%
MCF Advisors LLC 10$3,0000.00%
View complete list of ISHARES TR shareholders