Avion Wealth - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avion Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$104
-9.6%
9870.0%0.03%0.0%
Q2 2023$115
+4.5%
9870.0%0.03%0.0%
Q1 2023$110
+378.3%
987
+275.3%
0.03%
+328.6%
Q4 2022$23
-99.9%
2630.0%0.01%0.0%
Q3 2022$24,000
-7.7%
2630.0%0.01%
-12.5%
Q2 2022$26,000
-10.3%
2630.0%0.01%0.0%
Q1 2022$29,0002630.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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