HOWARD WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2021
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders