Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,018,000
+728885.5%
25,869
+619.8%
0.17%
+425.0%
Q1 2023$414
-99.8%
3,594
+84.2%
0.03%
+357.1%
Q1 2021$207,000
+6.7%
1,951
-4.8%
0.01%
-12.5%
Q4 2020$194,000
-14.5%
2,049
+42.8%
0.01%
-27.3%
Q3 2020$227,000
-82.9%
1,435
-82.2%
0.01%
-84.9%
Q2 2020$1,329,000
+110.3%
8,070
+83.7%
0.07%
+55.3%
Q1 2020$632,000
-50.1%
4,394
-23.0%
0.05%
-51.5%
Q4 2019$1,267,000
-0.8%
5,705
+0.4%
0.10%
-8.5%
Q3 2019$1,277,000
-11.9%
5,683
-21.7%
0.11%
-34.6%
Q1 2019$1,449,000
+13.1%
7,262
-2.0%
0.16%
-10.5%
Q4 2018$1,281,0007,4100.18%
Other shareholders
ISHARES TR shareholders Q1 2019
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