Bell Rock Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,319,000
-27.2%
14,468
-11.6%
1.63%
-3.6%
Q1 2022$1,811,000
-18.4%
16,368
-21.6%
1.69%
+3.6%
Q4 2021$2,220,000
+14.3%
20,890
+70.3%
1.63%
-30.7%
Q3 2020$1,943,000
-25.4%
12,265
-22.5%
2.36%
-30.4%
Q2 2020$2,606,000
+18.4%
15,819
+3.4%
3.38%
-0.9%
Q1 2020$2,201,000
+2.4%
15,303
+58.0%
3.42%
+84.6%
Q4 2019$2,149,000
+4.3%
9,684
+5.5%
1.85%
+1.2%
Q3 2019$2,061,000
+13.5%
9,177
+8.4%
1.83%
+14.6%
Q2 2019$1,816,000
-27.9%
8,463
-33.0%
1.60%
+10.2%
Q1 2019$2,518,000
+44.5%
12,628
+25.3%
1.45%
+23.9%
Q4 2018$1,742,000
+19.2%
10,080
+49.0%
1.17%
+62.9%
Q3 2018$1,462,000
+50.3%
6,765
+34.7%
0.72%
+45.7%
Q2 2018$973,000
-34.1%
5,022
-32.7%
0.49%
-37.2%
Q1 2018$1,476,000
+194.6%
7,464
+181.2%
0.78%
+188.9%
Q4 2017$501,000
+15.7%
2,654
+9.1%
0.27%
+9.7%
Q3 2017$433,000
+15.8%
2,432
+2.3%
0.25%
+7.4%
Q2 2017$374,000
+325.0%
2,377
+300.2%
0.23%
+184.0%
Q1 2017$88,000
-28.5%
594
-32.0%
0.08%
-37.7%
Q4 2016$123,0008740.13%
Other shareholders
ISHARES TR shareholders Q1 2018
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