Monument Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 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 Q4 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