United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 422 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,068,890
+42.8%
13,010
+94.4%
0.14%
+35.6%
Q4 2022$748,679
-27.9%
6,693
-28.6%
0.10%
-21.2%
Q1 2022$1,039,0009,3740.13%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders