HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$334,878
+7.3%
2,536
+7.2%
0.05%
+2.1%
Q1 2024$312,146
+1.0%
2,366
-3.1%
0.05%
-4.1%
Q4 2023$309,030
+25.5%
2,441
+5.1%
0.05%
-9.3%
Q3 2023$246,168
-56.8%
2,323
-52.5%
0.05%
-49.1%
Q2 2023$570,166
+10.1%
4,887
+8.6%
0.11%
+3.9%
Q1 2023$517,630
-0.4%
4,498
-3.1%
0.10%
-6.4%
Q4 2022$519,478
+15.7%
4,644
-5.8%
0.11%
+14.7%
Q3 2022$449,000
-7.8%
4,928
+0.4%
0.10%
-3.1%
Q2 2022$487,000
-11.0%
4,908
-0.7%
0.10%
+10.1%
Q1 2022$547,000
+2.1%
4,941
-5.3%
0.09%
+7.2%
Q4 2021$536,000
-2.9%
5,219
-1.4%
0.08%
-9.8%
Q3 2021$552,000
+2.2%
5,294
+7.5%
0.09%
-2.1%
Q2 2021$540,000
+8.0%
4,926
+2.6%
0.09%
-5.1%
Q1 2021$500,000
-29.9%
4,799
-49.2%
0.10%
-33.6%
Q4 2020$713,000
+45.5%
9,451
+277.7%
0.15%
+33.0%
Q3 2020$490,000
+10.1%
2,502
+5.8%
0.11%
+7.7%
Q2 2020$445,000
-3.3%
2,364
-21.4%
0.10%
-21.2%
Q1 2020$460,000
-28.8%
3,009
-2.3%
0.13%
-15.9%
Q4 2019$646,000
+6.8%
3,081
+3.8%
0.16%
-21.9%
Q3 2019$605,000
+3.6%
2,967
+0.6%
0.20%
+21.1%
Q2 2019$584,000
-20.5%
2,950
-26.5%
0.17%
-21.3%
Q1 2019$735,000
-34.4%
4,011
-97.4%
0.21%
-41.7%
Q4 2018$1,120,000
-29.2%
156,738
-1.2%
0.36%
-29.7%
Q3 2018$1,582,000
+28.0%
158,575
+1.2%
0.52%
+26.8%
Q2 2018$1,236,000
-3.3%
156,715
-0.1%
0.41%
-8.4%
Q1 2018$1,278,000
+197.9%
156,911
+2.8%
0.44%
+195.3%
Q4 2017$429,000
+6.2%
152,675
+5607.5%
0.15%
-11.8%
Q3 2017$404,000
+19.2%
2,675
-98.2%
0.17%
+1.8%
Q2 2017$339,000
+3.7%
152,425
-0.0%
0.17%0.0%
Q1 2017$327,000
+10.5%
152,474
+0.0%
0.17%
+7.1%
Q4 2016$296,000152,4280.16%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders