Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 97 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Narwhal Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207,701
-9.2%
1,9600.0%0.02%
-7.4%
Q2 2023$228,673
-49.8%
1,960
-50.5%
0.03%
-52.6%
Q1 2023$455,717
+37.6%
3,960
+33.8%
0.06%
+29.5%
Q4 2022$331,106
+0.6%
2,960
+69.1%
0.04%
-42.1%
Q4 2017$329,000
-12.0%
1,750
-16.7%
0.08%
-18.3%
Q3 2017$374,000
-3.1%
2,100
-14.3%
0.09%
-7.0%
Q2 2017$386,000
+6.0%
2,4500.0%0.10%
-1.0%
Q1 2017$364,000
+5.8%
2,4500.0%0.10%
-2.9%
Q4 2016$344,000
+8.9%
2,4500.0%0.10%
+5.1%
Q3 2016$316,000
-49.4%
2,450
-51.0%
0.10%
-49.5%
Q2 2016$625,000
+7.0%
5,0000.0%0.20%
+2.6%
Q1 2016$584,000
-1.2%
5,0000.0%0.19%
-6.8%
Q4 2015$591,000
+8.4%
5,0000.0%0.20%
+1.0%
Q3 2015$545,000
-8.6%
5,0000.0%0.20%
-6.5%
Q2 2015$596,000
-3.7%
5,0000.0%0.22%
-4.0%
Q1 2015$619,000
+8.0%
5,0000.0%0.23%
+1.8%
Q4 2014$573,000
-18.0%
5,000
-23.1%
0.22%
-21.0%
Q3 2014$699,000
-0.3%
6,5000.0%0.28%
+4.9%
Q2 2014$701,000
-1.3%
6,5000.0%0.27%
-9.2%
Q1 2014$710,000
+13.8%
6,500
+10.2%
0.30%
+14.8%
Q4 2013$624,000
+2.1%
5,900
-11.3%
0.26%
-12.0%
Q3 2013$611,000
+12.7%
6,6500.0%0.29%
+11.5%
Q2 2013$542,0006,6500.26%
Other shareholders
ISHARES TR shareholders Q2 2016
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