Kore Private Wealth 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
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$559,000
-8.1%
6,1310.0%0.10%
+7.4%
Q2 2022$608,000
-10.5%
6,1310.0%0.09%
+10.6%
Q1 2022$679,000
+7.6%
6,131
-0.2%
0.08%
+10.4%
Q4 2021$631,000
-1.6%
6,142
-0.0%
0.08%
+14.9%
Q3 2021$641,000
-4.8%
6,1450.0%0.07%
-11.8%
Q2 2021$673,000
+4.5%
6,145
-0.7%
0.08%
-12.6%
Q1 2021$644,000
+9.9%
6,1860.0%0.09%
-3.3%
Q4 2020$586,000
-8.7%
6,186
+52.7%
0.09%
-27.4%
Q3 2020$642,000
-18.6%
4,050
-15.5%
0.12%
-23.0%
Q2 2020$789,000
+153.7%
4,791
+121.6%
0.16%
+117.6%
Q1 2020$311,000
-31.8%
2,162
+5.4%
0.07%
-14.9%
Q4 2019$456,000
+1.3%
2,0520.0%0.09%
-13.9%
Q3 2019$450,000
+2.3%
2,0520.0%0.10%
+2.0%
Q2 2019$440,000
+4.8%
2,052
-2.4%
0.10%
+4.2%
Q1 2019$420,000
+18.3%
2,102
+2.4%
0.10%
-3.1%
Q4 2018$355,0002,0520.10%
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