Virtue Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 328 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,731,688
+219.7%
33,868
+183.1%
0.81%
+170.3%
Q4 2023$1,479,947
+325.7%
11,964
+301.7%
0.30%
+408.5%
Q3 2023$347,6510.0%2,9780.0%0.06%0.0%
Q2 2023$347,651
-33.6%
2,978
-36.4%
0.06%
-31.4%
Q1 2023$523,867
-0.9%
4,682
-0.9%
0.09%
+6.2%
Q4 2022$528,430
-42.4%
4,724
-53.0%
0.08%
-43.8%
Q3 2022$917,000
+41.7%
10,056
+54.2%
0.14%
+41.2%
Q2 2022$647,000
+1559.0%
6,521
+3296.4%
0.10%
+385.7%
Q1 2018$39,000
+30.0%
192
+20.8%
0.02%
+23.5%
Q4 2017$30,0001590.02%
Other shareholders
ISHARES TR shareholders Q2 2018
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