Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$488,000
+17.0%
5,150
+28.8%
0.01%
+37.5%
Q3 2021$417,000
-26.1%
4,000
-22.3%
0.01%
-27.3%
Q2 2021$564,000
+5.2%
5,1500.0%0.01%
-15.4%
Q1 2021$536,000
+44.9%
5,150
+100.0%
0.01%0.0%
Q1 2020$370,000
-35.3%
2,5750.0%0.01%
-23.5%
Q4 2019$572,000
-1.2%
2,5750.0%0.02%
-5.6%
Q3 2019$579,0002,5750.02%
Other shareholders
ISHARES TR shareholders Q3 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