ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 342 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,069
-10.0%
1,945
-0.9%
0.04%
+5.3%
Q2 2023$228,868
+0.4%
1,962
-0.9%
0.04%
-7.3%
Q1 2023$227,845
+3.0%
1,980
+0.2%
0.04%
+2.5%
Q4 2022$221,129
+10956.4%
1,977
+13080.0%
0.04%
Q3 2020$2,000150.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
One01 Capital, LP 95,400$8,700,0006.26%
HERBST GROUP, LLC 42,176$3,846,0003.16%
MRA Advisory Group 33,059$3,175,0002.70%
PARAGON FINANCIAL PARTNERS, INC. 25,535$2,329,0002.62%
Evolution Wealth Advisors, LLC 81,866$7,465,0002.05%
Bluesphere Advisors, LLC 21,893$1,996,0001.99%
Migdal Insurance & Financial Holdings Ltd. 799,543$72,910,0001.65%
Bell Rock Capital LLC 14,468$1,319,0001.63%
Richard Bernstein Advisors LLC 622,821$56,794,0001.42%
MIRABELLA FINANCIAL SERVICES LLP 146,325$13,448,0001.40%
View complete list of ISHARES TR shareholders