Avitas Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avitas Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207,383
-9.1%
1,957
+0.1%
0.04%
-4.9%
Q2 2023$228,207
+2.6%
1,956
+1.2%
0.04%
-6.8%
Q1 2023$222,335
+5.2%
1,932
+2.2%
0.04%
-2.2%
Q4 2022$211,415
-51.2%
1,890
-55.2%
0.04%
-38.4%
Q4 2021$433,000
-2.5%
4,215
-1.1%
0.07%
-9.9%
Q3 2021$444,000
-5.5%
4,264
-0.7%
0.08%
-3.6%
Q2 2021$470,000
+37.0%
4,294
+30.4%
0.08%
+25.4%
Q1 2021$343,000
+35.6%
3,293
+23.3%
0.07%
+31.4%
Q4 2020$253,000
+18.8%
2,671
+98.3%
0.05%
-13.6%
Q3 2020$213,000
-2.7%
1,347
+1.5%
0.06%
-19.2%
Q2 2020$219,000
-47.7%
1,327
-29.6%
0.07%
-31.8%
Q4 2019$419,000
-1.6%
1,885
-0.7%
0.11%
-9.3%
Q3 2019$426,000
+2.9%
1,898
-1.8%
0.12%
+2.6%
Q2 2019$414,000
+10.1%
1,932
+2.6%
0.12%
+5.5%
Q1 2019$376,000
+16.0%
1,883
+0.5%
0.11%
+2.8%
Q4 2018$324,000
-16.3%
1,874
+4.8%
0.11%
-3.6%
Q3 2018$387,000
+12.5%
1,789
+0.2%
0.11%
+2.8%
Q2 2018$344,0001,7850.11%
Other shareholders
ISHARES TR shareholders Q1 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