OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 248 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$25,320
-87.1%
200
-89.2%
0.01%
-87.0%
Q3 2023$196,045
-9.2%
1,8500.0%0.10%
-5.7%
Q2 2023$215,840
+1.4%
1,8500.0%0.11%
-5.4%
Q1 2023$212,898
+2.9%
1,8500.0%0.11%0.0%
Q4 2022$206,941
+22.5%
1,8500.0%0.11%
+23.1%
Q3 2022$169,000
-7.7%
1,8500.0%0.09%
-1.1%
Q2 2022$183,000
-10.7%
1,8500.0%0.09%
+7.0%
Q1 2022$205,000
+7.9%
1,8500.0%0.09%
+16.2%
Q4 2021$190,000
-1.6%
1,8500.0%0.07%
-8.6%
Q3 2021$193,000
-14.2%
1,850
-9.8%
0.08%
+15.7%
Q2 2021$225,000
+5.6%
2,0500.0%0.07%
+12.9%
Q1 2021$213,000
+9.8%
2,0500.0%0.06%
+5.1%
Q4 2020$194,000
+9.0%
2,050
+82.2%
0.06%
-1.7%
Q3 2020$178,000
-29.6%
1,125
-26.6%
0.06%
-31.8%
Q2 2020$253,000
+4.5%
1,533
-8.9%
0.09%
-11.1%
Q1 2020$242,000
-46.5%
1,682
-17.3%
0.10%
-26.1%
Q4 2019$452,000
-0.9%
2,034
+0.1%
0.13%
-6.9%
Q3 2019$456,000
+4.8%
2,031
+0.0%
0.14%
+2.1%
Q2 2019$435,000
+6.4%
2,030
-0.9%
0.14%
+5.2%
Q1 2019$409,000
+14.6%
2,049
-0.7%
0.13%
+8.9%
Q4 2018$357,000
-41.8%
2,063
-27.1%
0.12%
-27.2%
Q3 2018$613,000
+5.1%
2,830
-6.6%
0.17%
+0.6%
Q2 2018$583,000
-0.9%
3,030
+2.1%
0.17%
-2.9%
Q1 2018$588,000
+70.9%
2,969
+62.6%
0.17%
+58.7%
Q4 2017$344,000
-4.7%
1,826
-9.9%
0.11%
-9.9%
Q3 2017$361,000
+198.3%
2,026
+107.8%
0.12%
+218.4%
Q1 2015$121,000
+8.0%
9750.0%0.04%
+5.6%
Q4 2014$112,000
+3.7%
9750.0%0.04%0.0%
Q3 2014$108,000
+21.3%
975
+18.2%
0.04%
+24.1%
Q2 2014$89,0008250.03%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders