Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 248 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,278
-33.8%
465
-27.1%
0.00%
-33.3%
Q2 2023$74,436
+46.0%
638
+44.0%
0.01%
+50.0%
Q1 2023$50,981
-79.3%
443
-79.8%
0.00%
-81.8%
Q4 2022$245,756
+13.8%
2,197
+0.7%
0.02%
+15.8%
Q2 2022$216,000
-60.1%
2,182
-27.3%
0.02%
-83.3%
Q3 2017$541,0003,0000.11%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders