Biltmore Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$137,947
-9.0%
1,2990.0%0.03%
-3.1%
Q2 2023$151,554
+1.4%
1,2990.0%0.03%0.0%
Q1 2023$149,489
-65.7%
1,299
-66.7%
0.03%
-64.4%
Q4 2022$435,904
+22.8%
3,8970.0%0.09%
+11.1%
Q3 2022$355,000
+37.6%
3,897
+50.0%
0.08%
+26.6%
Q2 2022$258,000
-10.4%
2,5980.0%0.06%
+3.2%
Q1 2022$288,000
+7.9%
2,5980.0%0.06%
+21.6%
Q4 2021$267,000
-1.5%
2,5980.0%0.05%
-21.5%
Q3 2021$271,000
+90.8%
2,598
+99.8%
0.06%
+62.5%
Q2 2021$142,000
+5.2%
1,3000.0%0.04%
-4.8%
Q1 2021$135,000
+9.8%
1,3000.0%0.04%
+13.5%
Q4 2020$123,000
+19.4%
1,300
+100.0%
0.04%
-36.2%
Q3 2020$103,000
-3.7%
6500.0%0.06%
-9.4%
Q2 2020$107,000
+13.8%
6500.0%0.06%
+3.2%
Q1 2020$94,000
-35.2%
6500.0%0.06%
+6.9%
Q4 2019$145,000
-0.7%
6500.0%0.06%
-7.9%
Q3 2019$146,000
+5.0%
6500.0%0.06%
-16.0%
Q2 2019$139,0006500.08%
Other shareholders
ISHARES TR shareholders Q2 2022
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