INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 377 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,590
-40.7%
15
-34.8%
0.00%
Q2 2023$2,683
+1.4%
230.0%0.00%
Q1 2023$2,647
+2.9%
230.0%0.00%
Q4 2022$2,573
-63.2%
23
-69.7%
0.00%
-100.0%
Q3 2022$7,000
-12.5%
760.0%0.00%0.0%
Q2 2022$8,000
-61.9%
76
-40.2%
0.00%
-75.0%
Q2 2020$21,000
+16.7%
1270.0%0.00%0.0%
Q1 2020$18,000
-91.7%
127
-87.1%
0.00%
-91.3%
Q4 2019$218,000
-1.4%
9820.0%0.05%
-6.1%
Q3 2019$221,000
+20.8%
982
+14.9%
0.05%
+22.5%
Q2 2019$183,000
+7.0%
8550.0%0.04%
+11.1%
Q1 2019$171,000
+15.5%
8550.0%0.04%
+9.1%
Q4 2018$148,000
-35.9%
855
-19.9%
0.03%
-28.3%
Q3 2018$231,000
+12.1%
1,0680.0%0.05%
+7.0%
Q2 2018$206,000
-10.8%
1,068
-8.6%
0.04%
-12.2%
Q1 2018$231,000
+14.9%
1,168
+9.4%
0.05%
+28.9%
Q4 2017$201,0001,0680.04%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 73,176$9,662,8785.56%
Cadent Capital Advisors, LLC 98,743$13,038,9855.20%
PARAGON FINANCIAL PARTNERS, INC. 30,134$3,979,1633.10%
HERBST GROUP, LLC 37,133$4,903,3512.98%
MRA Advisory Group 34,502$4,555,9962.60%
FOCUS Wealth Advisors, LLC 37,716$4,980,3982.56%
MinichMacGregor Wealth Management, LLC 77,589$10,245,7292.50%
5th Street Advisors, LLC 36,323$4,796,3982.50%
Bluesphere Advisors, LLC 36,737$4,851,1162.47%
WealthCare Investment Partners, LLC 36,539$4,824,9532.24%
View complete list of ISHARES TR shareholders