Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,784,890
+408.9%
114,449
+1074.6%
0.42%
+413.6%
Q2 2023$1,136,846
+5.0%
9,744
+3.5%
0.08%
+3.8%
Q1 2023$1,083,114
+6.9%
9,412
+3.9%
0.08%
+2.6%
Q4 2022$1,013,262
+32.6%
9,058
+8.1%
0.08%
+20.6%
Q3 2022$764,000
-21.7%
8,381
-14.8%
0.06%
-20.3%
Q2 2022$976,000
-6.0%
9,837
+5.0%
0.08%
+16.2%
Q1 2022$1,038,000
+10.8%
9,370
+2.6%
0.07%
+15.3%
Q4 2021$937,000
-6.6%
9,132
-5.1%
0.06%
-13.2%
Q3 2021$1,003,000
-21.4%
9,619
-16.2%
0.07%
-20.0%
Q2 2021$1,276,000
+5.5%
11,473
-1.2%
0.08%
-1.2%
Q1 2021$1,210,000
-29.5%
11,618
-41.6%
0.09%
-26.5%
Q4 2020$1,717,000
+52.9%
19,888
+180.4%
0.12%
+21.9%
Q3 2020$1,123,000
-30.5%
7,092
-27.7%
0.10%
-37.3%
Q2 2020$1,615,000
-13.5%
9,806
-24.5%
0.15%
-42.5%
Q1 2020$1,867,000
-38.4%
12,981
-4.9%
0.27%
-17.6%
Q4 2019$3,033,000
-2.3%
13,655
-1.1%
0.32%
-8.8%
Q3 2019$3,103,000
+2.4%
13,806
-2.4%
0.35%
+0.9%
Q2 2019$3,030,000
+4.1%
14,146
-3.0%
0.35%
-3.0%
Q1 2019$2,910,000
+10.4%
14,582
-4.3%
0.36%
+0.6%
Q4 2018$2,635,000
-24.4%
15,240
-5.4%
0.36%
-7.5%
Q3 2018$3,485,000
+23.6%
16,104
+10.2%
0.39%
+14.1%
Q2 2018$2,819,000
+4.1%
14,612
+6.8%
0.34%
-3.1%
Q1 2018$2,708,000
+21.8%
13,679
+15.7%
0.35%
+16.2%
Q4 2017$2,223,00011,8190.30%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders