Laurel Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laurel Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$354,000
-39.4%
2,235
-37.0%
0.06%
-45.8%
Q2 2020$584,000
+14.5%
3,545
+0.1%
0.11%
-8.5%
Q1 2020$510,000
-63.6%
3,542
-43.9%
0.12%
-50.2%
Q4 2019$1,402,000
-7.6%
6,312
-6.6%
0.24%
-9.6%
Q3 2019$1,518,000
+15.2%
6,758
+9.8%
0.26%
-10.0%
Q2 2019$1,318,000
+82.3%
6,154
+69.9%
0.29%
+62.4%
Q1 2019$723,000
+13.0%
3,623
-2.1%
0.18%
-5.3%
Q4 2018$640,000
+95.1%
3,702
+144.0%
0.19%
+135.0%
Q3 2018$328,000
+28.1%
1,517
+13.7%
0.08%
+17.6%
Q2 2018$256,000
+0.8%
1,334
+4.0%
0.07%
-13.9%
Q1 2018$254,000
-38.3%
1,283
-41.4%
0.08%
-33.6%
Q4 2017$412,000
+50.9%
2,191
-79.9%
0.12%
+29.3%
Q3 2017$273,00010,9170.09%
Other shareholders
ISHARES TR shareholders Q4 2019
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