StrategIQ Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 199 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,907,401
-11.2%
17,999
-2.2%
0.22%
-9.8%
Q2 2023$2,148,296
+1.4%
18,4130.0%0.24%0.0%
Q1 2023$2,119,019
+2.9%
18,4130.0%0.24%
+2.5%
Q4 2022$2,059,727
+22.7%
18,413
-0.0%
0.24%
+12.2%
Q3 2022$1,679,000
-8.0%
18,417
+0.1%
0.21%
-3.6%
Q2 2022$1,825,000
-16.8%
18,407
-7.0%
0.22%
-7.1%
Q1 2022$2,193,000
+1.0%
19,791
-6.3%
0.24%
+9.2%
Q4 2021$2,172,000
+654.2%
21,130
+664.5%
0.22%
+282.5%
Q3 2021$288,000
-11.4%
2,764
-6.7%
0.06%
-10.9%
Q2 2021$325,000
+5.2%
2,9640.0%0.06%
-1.5%
Q1 2021$309,000
+10.0%
2,9640.0%0.06%
+3.2%
Q4 2020$281,000
-8.8%
2,964
+52.5%
0.06%
-18.2%
Q3 2020$308,000
-4.6%
1,943
-0.8%
0.08%
-11.5%
Q2 2020$323,000
+4.2%
1,959
-9.2%
0.09%
-9.4%
Q1 2020$310,000
-32.0%
2,158
+5.1%
0.10%
-18.6%
Q4 2019$456,000
-15.1%
2,054
-14.0%
0.12%
-22.4%
Q3 2019$537,000
+0.8%
2,389
-4.0%
0.15%
-1.3%
Q2 2019$533,000
+3.3%
2,489
-3.8%
0.15%
-3.1%
Q1 2019$516,000
+15.4%
2,587
+0.1%
0.16%
+3.9%
Q4 2018$447,000
-22.1%
2,584
-2.6%
0.15%
-15.9%
Q3 2018$574,000
+12.5%
2,654
+0.1%
0.18%
+3.4%
Q2 2018$510,000
-4.7%
2,652
-1.9%
0.18%
-17.0%
Q1 2018$535,000
-14.4%
2,702
-18.7%
0.21%
-12.8%
Q4 2017$625,000
-8.2%
3,325
-13.0%
0.24%
-11.3%
Q3 2017$681,000
+10.4%
3,823
-2.5%
0.27%
+4.6%
Q2 2017$617,000
+7.3%
3,920
+1.3%
0.26%
+0.4%
Q1 2017$575,000
-1.7%
3,868
-7.2%
0.26%
-10.6%
Q4 2016$585,000
-5.0%
4,166
-12.7%
0.29%
-13.6%
Q3 2016$616,000
-0.8%
4,774
-4.0%
0.34%
-7.1%
Q2 2016$621,0004,9710.36%
Other shareholders
ISHARES TR shareholders Q2 2017
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