CIBC Private Wealth Group, LLC - ISHARES TR ownership

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ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 325 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.

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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$35,000–186–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2021
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