SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 331 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$49,496
-5.2%
375
-5.3%
0.00%0.0%
Q1 2024$52,227
+8.3%
396
+3.9%
0.00%0.0%
Q4 2023$48,218
+4.6%
381
-12.4%
0.00%0.0%
Q3 2023$46,083
-11.6%
435
-2.7%
0.00%0.0%
Q2 2023$52,113
+18.6%
447
+17.0%
0.00%0.0%
Q1 2023$43,922
+2.6%
382
-0.3%
0.00%0.0%
Q4 2022$42,805
-19.2%
383
-34.2%
0.00%
-50.0%
Q3 2022$53,000
-91.5%
582
-96.4%
0.00%
-90.5%
Q2 2022$620,000
-15.2%
16,238
+0.3%
0.02%
-4.5%
Q1 2022$731,000
+3381.0%
16,187
+7993.5%
0.02%
+2100.0%
Q4 2021$21,000
-61.8%
200
-62.3%
0.00%
-50.0%
Q3 2021$55,000
+139.1%
530
+153.6%
0.00%
+100.0%
Q2 2021$23,000
+9.5%
209
+4.5%
0.00%0.0%
Q1 2021$21,000
+10.5%
2000.0%0.00%0.0%
Q4 2020$19,000
-9.5%
200
+53.8%
0.00%0.0%
Q3 2020$21,000
+31.2%
130
+30.0%
0.00%0.0%
Q2 2020$16,000
+14.3%
1000.0%0.00%0.0%
Q1 2020$14,000
-36.4%
1000.0%0.00%
-50.0%
Q4 2019$22,0000.0%1000.0%0.00%0.0%
Q3 2019$22,000
+4.8%
1000.0%0.00%0.0%
Q2 2019$21,000
-51.2%
100
-53.9%
0.00%
-50.0%
Q1 2019$43,000
+152.9%
217
+117.0%
0.00%
+100.0%
Q4 2018$17,000
-52.8%
100
-39.8%
0.00%
-50.0%
Q3 2018$36,000
+12.5%
1660.0%0.00%0.0%
Q2 2018$32,000
-3.0%
1660.0%0.00%0.0%
Q1 2018$33,000
+153.8%
166
+66.0%
0.00%
+100.0%
Q3 2016$13,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders