Freestone Capital Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Freestone Capital Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$265,412
+1.4%
2,2750.0%0.01%
-8.3%
Q1 2023$261,780
+2.9%
2,2750.0%0.01%0.0%
Q4 2022$254,437
+22.9%
2,275
+0.0%
0.01%
+33.3%
Q3 2022$207,000
-5.9%
2,274
+2.7%
0.01%
+12.5%
Q2 2022$220,000
-10.9%
2,214
-0.7%
0.01%
-20.0%
Q1 2022$247,000
+8.3%
2,229
+0.7%
0.01%0.0%
Q4 2021$228,000
-96.3%
2,214
+3306.2%
0.01%
Q4 2020$6,192,000
+17.6%
65
+97.0%
0.00%
Q3 2020$5,264,000330.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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