Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 544 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$419,109
-3.9%
3,642
-6.6%
0.24%
-18.1%
Q4 2022$436,062
+30.6%
3,898
+6.4%
0.29%
+21.6%
Q3 2022$334,000
-12.1%
3,665
-4.4%
0.24%
-5.5%
Q2 2022$380,000
-15.0%
3,835
-5.1%
0.26%
-14.7%
Q1 2022$447,0004,0390.30%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders