Monument Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 308 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Monument Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$1,439,000
-16.3%
9,082
-13.0%
0.76%
-25.0%
Q2 2020$1,720,000
+10.3%
10,441
-3.7%
1.01%
-9.7%
Q1 2020$1,559,000
-32.2%
10,840
+4.7%
1.12%
-4.4%
Q4 2019$2,299,000
-2.0%
10,354
-0.9%
1.17%
-7.9%
Q3 2019$2,346,000
+6.6%
10,443
+0.8%
1.27%
+7.3%
Q2 2019$2,200,000
+4.8%
10,365
-1.4%
1.19%
-0.7%
Q1 2019$2,099,000
+13.7%
10,516
-1.5%
1.19%
+3.6%
Q4 2018$1,846,000
-51.8%
10,681
-39.6%
1.15%
-12.5%
Q3 2018$3,829,000
+107.2%
17,689
+84.2%
1.32%
+2.7%
Q2 2018$1,848,000
-66.2%
9,604
-65.8%
1.28%
-65.7%
Q1 2018$5,468,000
+3.0%
28,046
-0.6%
3.74%
-0.2%
Q4 2017$5,310,00028,2293.75%
Other shareholders
ISHARES TR shareholders Q3 2020
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