Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$55,000
+266.7%
530
+270.6%
0.01%
+250.0%
Q1 2021$15,000
+15.4%
143
+0.7%
0.00%0.0%
Q4 2020$13,000
-70.5%
142
-28.3%
0.00%
-75.0%
Q4 2019$44,0000.0%198
+0.5%
0.01%
-11.1%
Q3 2019$44,000
+4.8%
197
+0.5%
0.01%0.0%
Q2 2019$42,000
+7.7%
1960.0%0.01%
-10.0%
Q1 2019$39,000
+14.7%
196
+0.5%
0.01%
+11.1%
Q4 2018$34,000
-19.0%
195
+0.5%
0.01%
-18.2%
Q3 2018$42,000
+13.5%
1940.0%0.01%0.0%
Q2 2018$37,000
+146.7%
194
+148.7%
0.01%
+175.0%
Q1 2018$15,000
-11.8%
78
-13.3%
0.00%
-33.3%
Q4 2017$17,000
-10.5%
90
-14.3%
0.01%0.0%
Q3 2017$19,000
+11.8%
1050.0%0.01%
-14.3%
Q2 2017$17,0001050.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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