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

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%.

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$315,0001,6380.22%
Other shareholders
ISHARES TR shareholders Q2 2022
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