Willingdon Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$181,000
-33.9%
1,262
+2.2%
0.05%
-17.9%
Q4 2019$274,000
+20.7%
1,235
+22.4%
0.06%
+12.0%
Q3 2019$227,000
+9.1%
1,009
+4.0%
0.05%
+4.2%
Q2 2019$208,000
+13.0%
970
+5.1%
0.05%
+6.7%
Q1 2019$184,000
+26.9%
923
+9.9%
0.04%
+7.1%
Q4 2018$145,000
-27.5%
840
-9.3%
0.04%
-23.6%
Q3 2018$200,000
+104.1%
926
+82.6%
0.06%
+83.3%
Q2 2018$98,000
+151.3%
507
+154.8%
0.03%
+150.0%
Q1 2018$39,0001990.01%
Other shareholders
ISHARES TR shareholders Q1 2018
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