B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 199 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,302,968
-6.4%
21,687
+2.9%
0.06%
+12.7%
Q2 2023$2,459,521
-11.2%
21,081
-12.5%
0.06%
-25.7%
Q1 2023$2,771,036
+7.8%
24,079
+4.7%
0.07%
+2.8%
Q4 2022$2,571,543
+25.8%
22,988
+2.6%
0.07%
+16.1%
Q3 2022$2,044,000
+250.0%
22,402
+281.1%
0.06%
+148.0%
Q2 2022$584,000
-15.0%
5,878
-5.1%
0.02%
+13.6%
Q1 2022$687,000
+5.9%
6,194
-1.8%
0.02%
+15.8%
Q4 2021$649,000
-1.2%
6,307
+0.2%
0.02%
-9.5%
Q3 2021$657,000
-9.8%
6,294
-5.2%
0.02%
-12.5%
Q2 2021$728,000
+5.2%
6,637
-0.0%
0.02%0.0%
Q1 2021$692,000
+40.7%
6,638
+27.9%
0.02%
-7.7%
Q4 2020$492,000
+26.8%
5,188
+111.7%
0.03%
+23.8%
Q3 2020$388,000
-10.2%
2,451
-6.6%
0.02%
-27.6%
Q2 2020$432,000
-26.7%
2,623
-35.9%
0.03%
-42.0%
Q1 2020$589,000
-39.6%
4,090
-6.8%
0.05%
-39.8%
Q4 2019$975,000
-6.6%
4,390
-5.4%
0.08%
-19.4%
Q3 2019$1,044,000
+15.2%
4,643
+9.8%
0.10%
+4.0%
Q2 2019$906,000
+68.4%
4,228
+57.1%
0.10%
+47.8%
Q1 2019$538,000
-31.9%
2,692
-41.0%
0.07%
-40.2%
Q4 2018$790,000
-43.0%
4,565
-28.7%
0.11%
-32.1%
Q3 2018$1,386,000
+23.9%
6,400
+10.1%
0.16%
+11.5%
Q2 2018$1,119,000
-2.9%
5,814
-0.1%
0.15%
-8.1%
Q1 2018$1,153,000
+4.2%
5,818
-1.0%
0.16%
+8.1%
Q4 2017$1,106,000
+10.9%
5,878
+5.1%
0.15%
-10.2%
Q3 2017$997,000
+32.8%
5,594
+17.4%
0.17%
+22.1%
Q2 2017$751,000
+13.4%
4,765
+7.3%
0.14%
+3.0%
Q1 2017$662,0000.0%4,441
-5.8%
0.13%
-2.2%
Q4 2016$662,000
+859.4%
4,712
+685.3%
0.14%
+13400.0%
Q4 2014$69,0006000.00%
Other shareholders
ISHARES TR shareholders Q2 2017
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