HOWARD WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 312 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$749,863
+20.3%
5,679
+20.2%
0.59%
+16.6%
Q1 2024$623,105
+3.8%
4,723
-0.4%
0.51%
+1.0%
Q4 2023$600,464
+24.2%
4,743
+4.0%
0.50%
+12.6%
Q3 2023$483,329
-10.9%
4,561
-1.9%
0.45%
-5.3%
Q2 2023$542,632
+1.9%
4,651
+0.5%
0.47%
+6.1%
Q1 2023$532,360
+2.4%
4,626
-0.4%
0.44%
+4.2%
Q4 2022$519,702
+24.0%
4,646
+1.0%
0.43%
+43.4%
Q3 2022$419,000
-19.3%
4,601
-1.8%
0.30%
+4.9%
Q1 2022$519,000
+6.6%
4,686
-1.3%
0.28%
+10.1%
Q4 2021$487,000
-6.7%
4,746
-5.4%
0.26%
-12.0%
Q3 2021$522,000
-10.3%
5,015
-5.6%
0.29%
-8.8%
Q2 2021$582,000
+1.7%
5,315
-3.3%
0.32%
-4.2%
Q1 2021$572,000
+1.6%
5,495
-7.6%
0.33%
-4.8%
Q4 2020$563,000
+12.6%
5,945
+88.1%
0.35%
-1.4%
Q3 2020$500,000
-15.1%
3,160
-11.7%
0.36%
-26.0%
Q2 2020$589,000
+15.0%
3,580
+0.4%
0.48%
-10.6%
Q1 2020$512,000
-34.9%
3,565
+0.5%
0.54%
-18.1%
Q4 2019$787,0003,5470.66%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders