Retirement Group, 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
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 Q3 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders