Independent Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

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 Q1 2022
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