Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

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 Q2 2019
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