BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 308 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

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 Q3 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders