Portfolio Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 377 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$8,831,562
+518.9%
76,748
+973.1%
1.72%
+52.7%
Q1 2019$1,427,000
+7.6%
7,152
-6.8%
1.13%
-2.3%
Q4 2018$1,326,000
-23.3%
7,671
-3.9%
1.15%
+14.2%
Q3 2018$1,728,000
+37.1%
7,985
+22.0%
1.01%
+20.7%
Q2 2018$1,260,000
-2.9%
6,546
-0.1%
0.84%
-16.2%
Q1 2018$1,297,000
+60.1%
6,550
+52.1%
1.00%
+79.0%
Q4 2017$810,0004,3070.56%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders