Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,437
-26.8%
2,769
-19.4%
0.01%
-27.8%
Q2 2023$400,891
-14.1%
3,436
-15.3%
0.02%
-10.0%
Q1 2023$466,948
+1.6%
4,058
-1.2%
0.02%
-9.1%
Q4 2022$459,522
+25.6%
4,108
+2.4%
0.02%
+4.8%
Q3 2022$366,000
+25.3%
4,010
+36.1%
0.02%
+16.7%
Q2 2022$292,000
-10.4%
2,946
+0.2%
0.02%
-10.0%
Q1 2022$326,000
+16.0%
2,940
+7.7%
0.02%
+17.6%
Q4 2021$281,0000.0%2,730
+1.3%
0.02%
-5.6%
Q3 2021$281,000
-28.1%
2,694
-24.6%
0.02%
-30.8%
Q2 2021$391,000
-1.5%
3,573
-6.4%
0.03%
-10.3%
Q1 2021$397,000
+13.8%
3,818
+3.5%
0.03%
-6.5%
Q4 2020$349,000
+15.2%
3,689
+92.8%
0.03%
-6.1%
Q3 2020$303,0000.0%1,913
+3.9%
0.03%
-13.2%
Q2 2020$303,000
+1.7%
1,842
-11.0%
0.04%
-13.6%
Q1 2020$298,000
-42.5%
2,070
-11.3%
0.04%
-33.3%
Q4 2019$518,000
+2.0%
2,333
+3.2%
0.07%
-10.8%
Q3 2019$508,000
+56.8%
2,261
+49.4%
0.07%
+45.1%
Q2 2019$324,000
-0.3%
1,513
-7.2%
0.05%
-7.3%
Q1 2019$325,000
+34.3%
1,630
+16.6%
0.06%
+17.0%
Q4 2018$242,000
-13.6%
1,398
+8.0%
0.05%
-7.8%
Q3 2018$280,000
+8.1%
1,295
-3.7%
0.05%0.0%
Q2 2018$259,000
+240.8%
1,345
+249.4%
0.05%
+200.0%
Q1 2018$76,000
-2.6%
385
-7.2%
0.02%
-15.0%
Q4 2017$78,000
+47.2%
415
+38.3%
0.02%
+25.0%
Q3 2017$53,0003000.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders