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 ↓
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