Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,650,000
+239.5%
14,889
+215.0%
0.32%
+284.5%
Q4 2021$486,000
-4.5%
4,726
-3.3%
0.08%
-24.3%
Q3 2021$509,000
+7.4%
4,886
+12.9%
0.11%
+5.7%
Q2 2021$474,000
+409.7%
4,327
+566.7%
0.10%
+156.1%
Q1 2020$93,000
-93.4%
649
-89.7%
0.04%
-91.2%
Q3 2019$1,418,000
+2.3%
6,312
-2.5%
0.47%
+6.4%
Q2 2019$1,386,000
+8.2%
6,472
+0.8%
0.44%
+2.8%
Q1 2019$1,281,0006,4180.43%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders