Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,959,888
-52.3%
75,115
-47.4%
0.32%
-1.5%
Q2 2023$16,672,502
+136.2%
142,904
+133.0%
0.33%
-18.2%
Q1 2023$7,057,886
+5.0%
61,330
+2.0%
0.40%
+92.8%
Q4 2022$6,724,951
+3212.8%
60,119
+6731.7%
0.21%
+407.3%
Q4 2019$203,0008800.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders