INTERACTIVE FINANCIAL ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
INTERACTIVE FINANCIAL ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,097,231
-8.3%
19,790
+0.9%
1.41%
-9.0%
Q2 2023$2,287,709
-14.4%
19,608
-15.6%
1.55%
-9.3%
Q1 2023$2,673,211
-0.3%
23,229
-3.1%
1.71%
+6.6%
Q4 2022$2,682,531
+27.6%
23,981
+4.0%
1.61%
+31.8%
Q3 2022$2,102,000
-14.6%
23,049
-7.0%
1.22%
-1.4%
Q2 2022$2,461,000
-2.0%
24,779
+9.2%
1.24%
+5.3%
Q1 2022$2,510,000
+12.9%
22,699
+4.9%
1.18%
+38.6%
Q4 2021$2,223,000
-4.0%
21,633
-2.6%
0.85%
-16.1%
Q3 2021$2,315,000
-6.3%
22,209
-1.5%
1.01%
+0.6%
Q2 2021$2,470,000
-3.9%
22,551
-8.6%
1.00%
-6.8%
Q1 2021$2,570,000
+13.4%
24,685
+3.1%
1.08%
+4.6%
Q4 2020$2,267,000
+8.2%
23,933
+80.9%
1.03%
-1.0%
Q3 2020$2,096,000
-22.5%
13,232
-19.4%
1.04%
-21.8%
Q2 2020$2,703,000
-10.6%
16,409
-21.9%
1.33%
-50.1%
Q1 2020$3,024,000
-44.5%
21,022
-14.3%
2.67%
+8.7%
Q4 2019$5,450,000
+1.2%
24,541
+2.4%
2.46%
-0.8%
Q3 2019$5,383,000
+7.7%
23,956
+2.7%
2.48%
+7.9%
Q2 2019$4,999,000
+8.7%
23,336
+1.3%
2.29%
+3.5%
Q1 2019$4,598,000
+19.1%
23,040
+3.1%
2.22%
+10.7%
Q4 2018$3,862,000
-17.5%
22,341
+3.3%
2.00%
-10.1%
Q3 2018$4,682,000
+18.7%
21,631
+5.6%
2.22%
+19.3%
Q2 2018$3,943,000
+29.2%
20,487
+32.9%
1.86%
+28.0%
Q1 2018$3,052,000
+42.4%
15,417
+35.3%
1.46%
+54.5%
Q4 2017$2,144,000
+43.4%
11,395
+35.7%
0.94%
+38.3%
Q3 2017$1,495,000
+81.2%
8,395
+60.1%
0.68%
+75.8%
Q2 2017$825,000
+49.2%
5,245
+41.0%
0.39%
+44.2%
Q1 2017$553,000
+647.3%
3,720
+609.9%
0.27%
+627.0%
Q4 2016$74,0005240.04%
Other shareholders
ISHARES TR shareholders Q4 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