Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$378,400
-13.1%
3,571
-4.3%
0.09%
-13.3%
Q2 2023$435,392
+12.5%
3,732
+10.3%
0.10%
+2.9%
Q1 2023$387,130
+54.7%
3,385
+51.3%
0.10%
+54.5%
Q4 2022$250,263
+22.1%
2,237
-0.5%
0.07%
+8.2%
Q3 2022$205,000
-16.0%
2,249
-4.2%
0.06%
-1.6%
Q2 2022$244,000
+18.4%
2,348
+26.4%
0.06%
+26.5%
Q1 2022$206,000
-41.5%
1,857
-16.4%
0.05%
-77.6%
Q3 2020$352,000
+21.0%
2,220
+25.7%
0.22%
+4.3%
Q2 2020$291,000
+13.2%
1,766
-1.3%
0.21%
-9.9%
Q1 2020$257,000
-64.0%
1,789
-42.7%
0.23%
-49.8%
Q4 2019$714,000
+6.6%
3,121
+4.7%
0.46%
+2.0%
Q3 2019$670,000
+5.2%
2,982
+0.3%
0.46%
+11.2%
Q2 2019$637,000
+26.6%
2,974
+16.7%
0.41%
+23.2%
Q1 2019$503,000
+12.8%
2,549
-1.3%
0.33%
-12.6%
Q4 2018$446,000
+2.1%
2,582
+27.8%
0.38%
+13.4%
Q3 2018$437,000
+38.7%
2,021
+23.4%
0.34%
+50.2%
Q2 2018$315,000–1,638–0.22%–
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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