Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,703
-45.7%
1,988
-40.2%
0.02%
-55.6%
Q2 2023$388,013
+59.1%
3,326
+56.9%
0.04%
+55.2%
Q1 2023$243,940
-14.2%
2,120
-16.6%
0.03%
-23.7%
Q4 2022$284,274
+21.5%
2,541
+11.7%
0.04%
+22.6%
Q4 2021$234,000
-12.7%
2,275
-11.8%
0.03%
-20.5%
Q3 2021$268,000
-29.8%
2,578
-26.1%
0.04%
-17.0%
Q2 2021$382,000
+176.8%
3,488
+162.1%
0.05%
+104.3%
Q1 2021$138,000
+10.4%
1,331
+0.2%
0.02%
-11.5%
Q4 2020$125,000
-99.2%
1,328
+1228.0%
0.03%
+225.0%
Q3 2020$16,556,000
+4.6%
1000.0%0.01%
-11.1%
Q2 2020$15,833,000
-38.9%
100
-44.4%
0.01%
-47.1%
Q1 2020$25,893,000
-26.3%
180
+22.4%
0.02%
-19.0%
Q4 2019$35,126,0001470.02%
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