Selective Wealth Management, Inc. - 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
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$93,000
+2.2%
1,016
+11.2%
0.04%
+25.0%
Q2 2022$91,000
-54.7%
914
-49.6%
0.03%
-56.2%
Q1 2022$201,000
+8.1%
1,813
+0.1%
0.07%
-3.9%
Q4 2021$186,000
-1.6%
1,812
+0.1%
0.08%
-24.0%
Q3 2021$189,000
+85.3%
1,811
+93.9%
0.10%
+23.5%
Q2 2021$102,000
+191.4%
934
+181.3%
0.08%
+153.1%
Q1 2021$35,000
-27.1%
332
-34.9%
0.03%
+3.2%
Q4 2020$48,000
+17.1%
510
+99.2%
0.03%
-3.1%
Q3 2020$41,000
-2.4%
2560.0%0.03%
-8.6%
Q2 2020$42,000
+13.5%
256
+0.4%
0.04%
-39.7%
Q1 2020$37,000
-33.9%
255
+0.4%
0.06%
-14.7%
Q4 2019$56,000
-41.7%
254
-40.5%
0.07%
-48.5%
Q3 2019$96,0004270.13%
Other shareholders
ISHARES TR shareholders Q2 2020
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