Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,252
-9.2%
590.0%0.00%0.0%
Q2 2023$6,884
+98242.9%
590.0%0.00%0.0%
Q1 2023$70.0%590.0%0.00%0.0%
Q4 2022$7
-99.3%
59
+268.8%
0.00%
+200.0%
Q3 2022$1,000
-83.3%
16
-72.9%
0.00%
-50.0%
Q2 2022$6,000
-14.3%
590.0%0.00%
-33.3%
Q1 2022$7,000
+16.7%
59
-1.7%
0.00%0.0%
Q4 2021$6,0000.0%600.0%0.00%0.0%
Q3 2021$6,000
-14.3%
600.0%0.00%0.0%
Q2 2021$7,000
+16.7%
600.0%0.00%0.0%
Q1 2021$6,000
+20.0%
600.0%0.00%
+50.0%
Q4 2020$5,000
-50.0%
60
-6.2%
0.00%
-66.7%
Q3 2020$10,000
-9.1%
640.0%0.01%
-14.3%
Q2 2020$11,000
-21.4%
640.0%0.01%
-22.2%
Q4 2019$14,000640.01%
Other shareholders
ISHARES TR shareholders Q2 2020
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