Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

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 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