United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 544 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 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 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders