LAKE STREET PRIVATE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 377 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$206,394
+0.1%
1,5630.0%0.03%
-3.6%
Q1 2024$206,207
-2.1%
1,563
-6.0%
0.03%
-15.2%
Q4 2023$210,536
-11.2%
1,663
-30.5%
0.03%
-34.0%
Q2 2022$237,000
+13.9%
2,394
+158.8%
0.05%
-47.4%
Q3 2019$208,0000.0%925
-4.5%
0.10%
-22.8%
Q2 2019$208,0009690.12%
Other shareholders
ISHARES TR shareholders Q2 2019
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