CIBC Private Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$959,982
-48.1%
9,059
-42.9%
0.00%0.0%
Q2 2023$1,849,686
+1.0%
15,854
-0.4%
0.00%0.0%
Q1 2023$1,830,922
+725.1%
15,910
+328.8%
0.00%
+100.0%
Q4 2022$221,895
-34.4%
3,7100.0%0.00%0.0%
Q3 2022$338,000
-8.2%
3,7100.0%0.00%0.0%
Q2 2022$368,000
-10.5%
3,7100.0%0.00%0.0%
Q1 2022$411,000
-16.5%
3,710
-22.5%
0.00%0.0%
Q4 2021$492,000
-19.6%
4,785
-18.5%
0.00%0.0%
Q3 2021$612,000
-11.3%
5,872
-6.7%
0.00%
-50.0%
Q2 2021$690,000
+2.4%
6,297
-2.7%
0.00%0.0%
Q1 2021$674,000
+104.2%
6,471
+85.6%
0.00%
+100.0%
Q4 2020$330,000
+10.7%
3,486
+85.1%
0.00%0.0%
Q3 2020$298,000
+18.7%
1,883
+7.8%
0.00%0.0%
Q1 2020$251,000
-40.8%
1,746
-8.6%
0.00%0.0%
Q4 2019$424,000
+4.4%
1,911
+5.6%
0.00%0.0%
Q3 2019$406,000
+8.6%
1,809
+3.7%
0.00%0.0%
Q2 2019$374,000
-8.3%
1,744
-14.6%
0.00%
-50.0%
Q1 2019$408,000
+806.7%
2,043
+765.7%
0.00%
Q2 2018$45,000
-4.3%
2360.0%0.00%
Q1 2018$47,000
+34.3%
236
+26.9%
0.00%
Q4 2017$35,0001860.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders