Independent Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 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 Q3 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders