Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,896
-9.2%
1500.0%0.00%0.0%
Q2 2023$17,501
+1.4%
1500.0%0.00%0.0%
Q1 2023$17,262
+2.9%
1500.0%0.00%0.0%
Q4 2022$16,779
+19.8%
1500.0%0.00%0.0%
Q3 2022$14,000
-6.7%
1500.0%0.00%0.0%
Q2 2022$15,000
-11.8%
1500.0%0.00%0.0%
Q1 2022$17,000
+13.3%
1500.0%0.00%0.0%
Q4 2021$15,000
-6.2%
1500.0%0.00%0.0%
Q3 2021$16,0000.0%1500.0%0.00%0.0%
Q2 2021$16,0000.0%1500.0%0.00%0.0%
Q1 2021$16,000
-42.9%
150
-50.0%
0.00%0.0%
Q4 2020$28,000
+133.3%
300
+300.0%
0.00%0.0%
Q3 2020$12,0000.0%750.0%0.00%
-25.0%
Q2 2020$12,000
+9.1%
750.0%0.00%0.0%
Q1 2020$11,000750.00%
Other shareholders
ISHARES TR shareholders Q1 2021
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