Independent Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$211,940
-9.2%
2,0000.0%0.13%
-6.4%
Q2 2023$233,340
+1.4%
2,0000.0%0.14%
+6.0%
Q1 2023$230,160
+2.9%
2,0000.0%0.13%
-0.7%
Q4 2022$223,720
+0.8%
2,0000.0%0.13%
+83.6%
Q1 2022$222,000
+7.8%
2,0000.0%0.07%
-6.4%
Q4 2021$206,000
-1.0%
2,0000.0%0.08%
-8.2%
Q3 2021$208,000
-5.0%
2,0000.0%0.08%0.0%
Q2 2021$219,000
+4.8%
2,0000.0%0.08%
+3.7%
Q1 2021$209,000
-5.9%
2,000
+100.0%
0.08%
-41.0%
Q4 2019$222,0001,0000.14%
Other shareholders
ISHARES TR shareholders Q4 2021
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