Towercrest Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Towercrest Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$409,044
-9.2%
3,8600.0%0.08%
-4.8%
Q2 2023$450,346
+1.4%
3,8600.0%0.08%
-8.7%
Q1 2023$444,209
+2.1%
3,860
-0.8%
0.09%
-4.2%
Q4 2022$435,135
+22.6%
3,8900.0%0.10%
+15.7%
Q3 2022$355,000
-8.0%
3,8900.0%0.08%
-3.5%
Q2 2022$386,000
-9.8%
3,890
+0.8%
0.09%
+3.6%
Q1 2022$428,000
+7.8%
3,8600.0%0.08%
+13.7%
Q4 2021$397,000
-1.2%
3,8600.0%0.07%
-3.9%
Q3 2021$402,000
-5.0%
3,8600.0%0.08%
-7.3%
Q2 2021$423,000
+5.2%
3,8600.0%0.08%
-4.7%
Q1 2021$402,000
+9.8%
3,8600.0%0.09%
+4.9%
Q4 2020$366,000
+19.6%
3,860
+100.0%
0.08%
+9.3%
Q3 2020$306,000
-3.8%
1,9300.0%0.08%
-9.6%
Q2 2020$318,0001,9300.08%
Other shareholders
ISHARES TR shareholders Q2 2022
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