Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$715,333
-5.1%
6,750
+4.5%
0.06%
-6.2%
Q2 2023$753,785
+10.9%
6,461
+9.4%
0.06%
+1.6%
Q1 2023$679,883
-1.1%
5,908
-3.9%
0.06%
-10.0%
Q4 2022$687,468
-33.6%
6,145
-45.9%
0.07%
+18.6%
Q3 2022$1,035,000
-5.2%
11,353
+3.1%
0.06%
-6.3%
Q2 2022$1,092,000
-12.6%
11,012
-2.5%
0.06%
+3.3%
Q1 2022$1,250,000
+103.6%
11,290
+89.3%
0.06%0.0%
Q4 2021$614,000
-4.1%
5,964
+1.5%
0.06%
-7.6%
Q2 2021$640,000
+3.4%
5,874
-1.1%
0.07%
-20.5%
Q1 2021$619,000
-6.4%
5,942
-14.8%
0.08%
-14.4%
Q4 2020$661,000
+13.2%
6,976
+89.6%
0.10%
+2.1%
Q3 2020$584,000
-37.7%
3,680
-35.2%
0.10%
-44.1%
Q2 2020$937,000
-21.9%
5,683
-31.8%
0.17%
-38.2%
Q1 2020$1,200,000
-38.6%
8,333
-5.3%
0.28%
-7.1%
Q4 2019$1,955,000
-2.4%
8,804
-1.6%
0.30%
-29.0%
Q3 2019$2,003,000
+3.6%
8,944
-1.3%
0.42%
+64.2%
Q2 2019$1,933,000
+0.9%
9,066
-5.6%
0.25%
-40.4%
Q1 2019$1,915,000
+32.3%
9,600
+14.4%
0.43%
+9.5%
Q4 2018$1,448,0008,3920.39%
Other shareholders
ISHARES TR shareholders Q1 2022
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