Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$530
-82.3%
5
-82.1%
0.00%
Q1 2022$3,0000.0%280.0%0.00%
Q4 2021$3,0000.0%280.0%0.00%
-100.0%
Q3 2021$3,0000.0%280.0%0.00%0.0%
Q2 2021$3,0000.0%280.0%0.00%0.0%
Q1 2021$3,0000.0%280.0%0.00%0.0%
Q4 2020$3,000
+50.0%
28
+100.0%
0.00%
Q3 2020$2,0000.0%140.0%0.00%
-100.0%
Q2 2020$2,0000.0%140.0%0.00%0.0%
Q1 2020$2,000
-92.0%
14
-87.7%
0.00%
-87.5%
Q4 2019$25,0001140.01%
Other shareholders
ISHARES TR shareholders Q4 2023
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