Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,627,282
+371.9%
81,412
+419.6%
0.23%
+373.5%
Q2 2023$1,828,159
+7.4%
15,669
+6.0%
0.05%
+4.3%
Q1 2023$1,701,524
+7.6%
14,786
+4.5%
0.05%
-2.1%
Q4 2022$1,581,997
+41.9%
14,143
+15.7%
0.05%
+23.1%
Q3 2022$1,115,000
-6.1%
12,225
+2.1%
0.04%
-4.9%
Q2 2022$1,187,000
+309.3%
11,977
+357.1%
0.04%
+355.6%
Q1 2022$290,000
+45.7%
2,620
+35.1%
0.01%
+50.0%
Q4 2021$199,000
-3.9%
1,939
-2.2%
0.01%
-14.3%
Q3 2021$207,000
-48.4%
1,982
-45.8%
0.01%
-46.2%
Q2 2021$401,000
+83.9%
3,659
+58.7%
0.01%
+44.4%
Q4 2020$218,000
-59.9%
2,306
-32.8%
0.01%
-65.4%
Q3 2020$544,000
-5.9%
3,434
-2.2%
0.03%
-18.8%
Q2 2020$578,000
-14.4%
3,510
-25.2%
0.03%
-27.3%
Q1 2020$675,000
-76.1%
4,693
-63.2%
0.04%
-70.5%
Q4 2019$2,829,000
+16.7%
12,740
+12.6%
0.15%
+0.7%
Q3 2019$2,424,0000.0%11,3170.0%0.15%
-0.7%
Q2 2019$2,424,000
-58.2%
11,317
-61.0%
0.15%
-63.4%
Q1 2019$5,799,000
+271.5%
29,055
+221.7%
0.41%
+199.3%
Q4 2018$1,561,000
-11.0%
9,031
+11.4%
0.14%
+6.2%
Q3 2018$1,753,000
+33.4%
8,104
+26.1%
0.13%
+28.0%
Q2 2018$1,314,000
+10.6%
6,428
+7.1%
0.10%
+5.3%
Q1 2018$1,188,000
+73.2%
6,003
+64.5%
0.10%
+58.3%
Q4 2017$686,000
+622.1%
3,649
+580.8%
0.06%
+445.5%
Q3 2017$95,000
+31.9%
536
+17.8%
0.01%
+22.2%
Q2 2017$72,000
+200.0%
455
+186.2%
0.01%
+200.0%
Q1 2017$24,000
+200.0%
159
+165.0%
0.00%
+50.0%
Q3 2016$8,000
+14.3%
600.0%0.00%0.0%
Q2 2016$7,0000.0%600.0%0.00%0.0%
Q1 2016$7,000
-30.0%
60
-29.4%
0.00%
-33.3%
Q4 2015$10,000
+11.1%
850.0%0.00%0.0%
Q3 2015$9,000
+28.6%
85
+41.7%
0.00%
+50.0%
Q2 2015$7,000600.00%
Other shareholders
ISHARES TR shareholders Q4 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