Pflug Koory, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,955
-9.2%
1600.0%0.01%0.0%
Q2 2023$18,667
+1.4%
1600.0%0.01%0.0%
Q1 2023$18,413
+102194.4%
1600.0%0.01%0.0%
Q4 2022$18
-99.9%
1600.0%0.01%
+11.1%
Q3 2022$15,000
-6.2%
1600.0%0.01%0.0%
Q2 2022$16,000
-11.1%
1600.0%0.01%0.0%
Q1 2022$18,000
+12.5%
1600.0%0.01%
+12.5%
Q4 2021$16,000
-5.9%
1600.0%0.01%
-11.1%
Q3 2021$17,000
-5.6%
1600.0%0.01%0.0%
Q2 2021$18,000
+5.9%
1600.0%0.01%0.0%
Q1 2021$17,000
+13.3%
1600.0%0.01%0.0%
Q4 2020$15,000
+15.4%
160
+100.0%
0.01%0.0%
Q3 2020$13,0000.0%800.0%0.01%
-10.0%
Q2 2020$13,000
+8.3%
800.0%0.01%
-9.1%
Q1 2020$12,000
-33.3%
800.0%0.01%
-15.4%
Q4 2019$18,0000.0%800.0%0.01%
-7.1%
Q3 2019$18,000
+5.9%
800.0%0.01%
+7.7%
Q2 2019$17,000
+6.2%
800.0%0.01%0.0%
Q1 2019$16,000
+14.3%
800.0%0.01%
+8.3%
Q4 2018$14,000
-17.6%
800.0%0.01%
-14.3%
Q3 2018$17,000
+13.3%
800.0%0.01%
+16.7%
Q2 2018$15,000800.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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