M&R CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
M&R CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$70,896
+19.5%
5600.0%0.02%
+12.5%
Q3 2023$59,343
-9.2%
5600.0%0.02%
-5.9%
Q2 2023$65,335
+1.4%
5600.0%0.02%
-5.6%
Q1 2023$64,444
+2.9%
5600.0%0.02%
+5.9%
Q4 2022$62,641
+30.5%
560
+5.7%
0.02%
+21.4%
Q3 2022$48,000
-7.7%
5300.0%0.01%0.0%
Q2 2022$52,000
-31.6%
530
-23.7%
0.01%
-12.5%
Q1 2022$76,000
+7.0%
6950.0%0.02%
+6.7%
Q4 2021$71,000
-1.4%
6950.0%0.02%
-6.2%
Q3 2021$72,000
-7.7%
695
-3.5%
0.02%
-11.1%
Q2 2021$78,000
+5.4%
7200.0%0.02%0.0%
Q1 2021$74,000
-59.1%
720
-62.5%
0.02%
-56.1%
Q4 2020$181,000
+19.1%
1,920
+100.0%
0.04%
+7.9%
Q3 2020$152,000
-3.8%
9600.0%0.04%
-9.5%
Q2 2020$158,000
+14.5%
9600.0%0.04%
+2.4%
Q1 2020$138,000
-92.4%
960
-88.3%
0.04%
-90.0%
Q4 2019$1,815,000
+17.6%
8,174
+19.0%
0.41%
+14.0%
Q3 2019$1,543,000
+5.5%
6,871
+0.6%
0.36%
+8.2%
Q2 2019$1,463,000
+8.5%
6,831
+5.8%
0.33%
+7.8%
Q1 2019$1,348,000
+32.8%
6,456
+9.9%
0.31%
+15.8%
Q4 2018$1,015,000
-17.6%
5,876
+3.2%
0.26%
-1.5%
Q3 2018$1,232,000
+23.3%
5,695
+9.6%
0.27%
+17.5%
Q2 2018$999,000
+1.1%
5,195
+4.0%
0.23%0.0%
Q1 2018$988,000
+5.2%
4,9950.0%0.23%
+5.0%
Q4 2017$939,000
+11.4%
4,995
+5.5%
0.22%
+7.4%
Q3 2017$843,000
+6.4%
4,7350.0%0.20%
+3.0%
Q2 2017$792,000
+12.5%
4,7350.0%0.20%
+11.3%
Q1 2017$704,000
+5.9%
4,7350.0%0.18%
-1.7%
Q4 2016$665,000
+10983.3%
4,735
+9370.0%
0.18%
+8900.0%
Q3 2016$6,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders