BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$542,000
+8.0%
4,893
+0.1%
0.01%
+10.0%
Q4 2021$502,000
-1.2%
4,886
+0.3%
0.01%0.0%
Q3 2021$508,000
-4.7%
4,8700.0%0.01%
-23.1%
Q2 2021$533,000
+5.5%
4,870
+0.5%
0.01%
-48.0%
Q1 2021$505,000
-15.6%
4,847
-23.3%
0.02%
-19.4%
Q4 2020$598,000
-2.9%
6,316
+62.3%
0.03%
-34.0%
Q3 2020$616,000
-11.4%
3,892
-7.7%
0.05%
-28.8%
Q2 2020$695,000
-19.4%
4,217
-29.6%
0.07%
-20.5%
Q1 2020$862,000
-62.3%
5,991
-41.8%
0.08%
-62.1%
Q4 2019$2,285,000
+7.5%
10,287
+8.7%
0.22%
-4.8%
Q3 2019$2,126,000
-2.4%
9,461
-7.0%
0.23%
-3.0%
Q2 2019$2,179,000
+7.4%
10,172
+0.1%
0.24%
-7.4%
Q1 2019$2,028,000
+11.1%
10,163
-3.8%
0.26%
-8.2%
Q4 2018$1,826,000
-21.7%
10,561
-2.0%
0.28%
-22.1%
Q3 2018$2,332,000
+12.1%
10,776
-0.3%
0.36%
+6.2%
Q2 2018$2,080,000
-7.7%
10,808
-5.0%
0.34%
-23.2%
Q1 2018$2,253,000
+11.1%
11,379
+5.6%
0.44%
+3.8%
Q4 2017$2,028,000
+183.2%
10,780
+168.0%
0.42%
+148.8%
Q3 2017$716,000
+14.2%
4,022
+0.9%
0.17%
+15.6%
Q2 2017$627,0003,9850.15%
Other shareholders
ISHARES TR shareholders Q2 2019
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