Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$239,4710.0%2,8030.0%0.06%
+5.8%
Q2 2023$239,471
-0.6%
2,803
-18.2%
0.05%
-11.9%
Q1 2023$240,892
-5.5%
3,427
-18.5%
0.06%
-4.8%
Q4 2022$254,941
-15.9%
4,207
-27.7%
0.06%
-21.5%
Q3 2022$303,000
-3.2%
5,815
+2.0%
0.08%
+2.6%
Q2 2022$313,000
-29.7%
5,703
-24.0%
0.08%
-13.5%
Q1 2022$445,000
-18.8%
7,502
+13.5%
0.09%
-26.4%
Q4 2021$548,000
+2944.4%
6,612
+1171.5%
0.12%
+1412.5%
Q1 2019$18,0005200.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders