INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

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 Q3 2022
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