Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$419,308
-34.9%
3,957
-28.3%
0.02%
-33.3%
Q2 2023$644,199
-7.6%
5,522
-8.8%
0.02%
-17.2%
Q1 2023$696,906
+119.8%
6,056
+113.6%
0.03%
+107.1%
Q4 2022$317,125
+30.5%
2,835
+6.5%
0.01%
+7.7%
Q3 2022$243,000
-8.0%
2,6630.0%0.01%
-23.5%
Q2 2022$264,000
-11.7%
2,663
-1.3%
0.02%0.0%
Q1 2022$299,000
+2.0%
2,697
-5.5%
0.02%
+6.2%
Q4 2021$293,000
-9.8%
2,855
-8.3%
0.02%
-15.8%
Q3 2021$325,000
-0.9%
3,114
+4.1%
0.02%0.0%
Q2 2021$328,000
-5.2%
2,992
-9.9%
0.02%
-20.8%
Q1 2021$346,000
-10.6%
3,319
-18.8%
0.02%
-17.2%
Q4 2020$387,000
+20.9%
4,086
+102.4%
0.03%
+3.6%
Q3 2020$320,000
-36.0%
2,019
-33.5%
0.03%
-42.9%
Q2 2020$500,000
-78.6%
3,034
-81.3%
0.05%
-84.5%
Q1 2020$2,334,000
+137.4%
16,222
+266.4%
0.32%
+201.9%
Q4 2019$983,000
-11.4%
4,428
-10.3%
0.10%
-28.6%
Q3 2019$1,110,000
+1.0%
4,938
-3.8%
0.15%
+2.8%
Q2 2019$1,099,000
-59.1%
5,132
-61.9%
0.14%
-64.1%
Q1 2019$2,687,000
+130.8%
13,465
+99.9%
0.40%
+73.8%
Q4 2018$1,164,000
-79.3%
6,735
-74.1%
0.23%
-73.2%
Q3 2018$5,631,000
+30.4%
26,017
+15.9%
0.86%
-13.2%
Q2 2018$4,319,000
-2.3%
22,440
+0.5%
0.98%
-12.1%
Q1 2018$4,420,000
+26.0%
22,327
+19.7%
1.12%
-15.5%
Q4 2017$3,509,00018,6541.32%
Other shareholders
ISHARES TR shareholders Q1 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