Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 186 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$244,198
+18.0%
2,858
-27.9%
0.02%
+75.0%
Q3 2022$207,000
-0.5%
3,9660.0%0.01%0.0%
Q2 2022$208,000
-52.5%
3,966
-46.4%
0.01%
-42.9%
Q1 2022$438,000
+35.6%
7,402
+90.2%
0.02%
-34.4%
Q4 2021$323,000
-10.0%
3,891
-25.1%
0.03%
-13.5%
Q2 2021$359,000
+18.9%
5,197
+16.7%
0.04%
-9.8%
Q1 2021$302,000
+21.8%
4,4530.0%0.04%
+13.9%
Q4 2020$248,000
-13.3%
4,453
-11.9%
0.04%
-23.4%
Q3 2020$286,000
+42.3%
5,053
+11.0%
0.05%
+30.6%
Q2 2020$201,000
-0.5%
4,5530.0%0.04%
+16.1%
Q4 2019$202,0004,5530.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders