Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders