Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 83 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$22,000
+175.0%
211
+163.8%
0.00%
+50.0%
Q4 2020$8,000
+33.3%
80
+100.0%
0.00%
+100.0%
Q3 2020$6,000
-14.3%
400.0%0.00%
-50.0%
Q2 2020$7,000
-73.1%
40
-80.1%
0.00%
-87.5%
Q3 2016$26,000
+8.3%
2010.0%0.02%0.0%
Q4 2015$24,0002010.02%
Other shareholders
ISHARES TR shareholders Q4 2015
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