Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$324,364
-10.4%
3,061
-1.3%
0.00%0.0%
Q2 2023$361,899
-0.8%
3,102
-2.2%
0.00%
-25.0%
Q1 2023$364,952
-29.0%
3,171
-31.0%
0.00%
-33.3%
Q4 2022$514,002
+3.4%
4,595
-15.7%
0.01%0.0%
Q3 2022$497,000
-24.1%
5,450
-17.5%
0.01%
-33.3%
Q2 2022$655,000
-22.9%
6,609
-13.7%
0.01%
-18.2%
Q1 2022$849,000
-13.4%
7,661
-19.7%
0.01%
-21.4%
Q4 2021$980,000
-18.3%
9,540
-17.1%
0.01%
-30.0%
Q3 2021$1,199,000
+1052.9%
11,502
+1115.9%
0.02%
+900.0%
Q2 2021$104,000
+6.1%
9460.0%0.00%0.0%
Q1 2021$98,000
+113.0%
946
+94.7%
0.00%
+100.0%
Q4 2020$46,000
+21.1%
486
+100.0%
0.00%0.0%
Q3 2020$38,000
-45.7%
243
-42.6%
0.00%
-50.0%
Q2 2020$70,000
+32.1%
423
+14.0%
0.00%0.0%
Q1 2020$53,000
+89.3%
371
+192.1%
0.00%
+100.0%
Q4 2019$28,0000.0%127
+0.8%
0.00%0.0%
Q3 2019$28,000
+3.7%
1260.0%0.00%0.0%
Q2 2019$27,000
+8.0%
1260.0%0.00%0.0%
Q1 2019$25,000
+13.6%
126
+0.8%
0.00%0.0%
Q4 2018$22,000
-18.5%
1250.0%0.00%0.0%
Q3 2018$27,000
+170.0%
125
+95.3%
0.00%0.0%
Q1 2017$10,000640.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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