SFMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
SFMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$528,578
-16.8%
4,988
-8.4%
0.05%
-16.9%
Q2 2023$635,501
-1.4%
5,447
-2.7%
0.06%
-5.8%
Q1 2023$644,218
-4.6%
5,598
-7.3%
0.07%
-8.0%
Q4 2022$675,634
+180.3%
6,040
+390.7%
0.08%
+102.7%
Q3 2018$241,000
+1.7%
1,2310.0%0.04%
-2.6%
Q2 2018$237,000
+16.2%
1,231
+19.6%
0.04%
+8.6%
Q1 2018$204,0001,0290.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
One01 Capital, LP 95,400$8,700,0006.26%
HERBST GROUP, LLC 42,176$3,846,0003.16%
MRA Advisory Group 33,059$3,175,0002.70%
PARAGON FINANCIAL PARTNERS, INC. 25,535$2,329,0002.62%
Evolution Wealth Advisors, LLC 81,866$7,465,0002.05%
Bluesphere Advisors, LLC 21,893$1,996,0001.99%
Migdal Insurance & Financial Holdings Ltd. 799,543$72,910,0001.65%
Bell Rock Capital LLC 14,468$1,319,0001.63%
Richard Bernstein Advisors LLC 622,821$56,794,0001.42%
MIRABELLA FINANCIAL SERVICES LLP 146,325$13,448,0001.40%
View complete list of ISHARES TR shareholders