BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 308 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$85,046
-9.2%
8020.0%0.06%
-3.4%
Q2 2023$93,634
+1.4%
8020.0%0.06%
-6.3%
Q1 2023$92,333
+3.8%
8020.0%0.06%
-8.7%
Q4 2022$88,946
+18.6%
802
+0.1%
0.07%
+19.0%
Q3 2022$75,000
-5.1%
8010.0%0.06%
+1.8%
Q2 2022$79,000
-11.2%
8010.0%0.06%
+3.6%
Q1 2022$89,000
-21.2%
801
-27.2%
0.06%
-17.9%
Q4 2021$113,000
-2.6%
1,1010.0%0.07%
-5.6%
Q3 2021$116,000
-4.1%
1,1010.0%0.07%
-4.1%
Q2 2021$121,000
-11.0%
1,101
-15.3%
0.07%
-11.9%
Q1 2021$136,000
+12.4%
1,3000.0%0.08%
+13.5%
Q4 2020$121,000
+17.5%
1,300
+100.0%
0.07%
+2.8%
Q3 2020$103,000
-3.7%
6500.0%0.07%
-34.5%
Q2 2020$107,000
+9.2%
6500.0%0.11%
+7.8%
Q1 2020$98,000
-36.8%
650
-7.1%
0.10%
-15.0%
Q4 2019$155,0007000.12%
Other shareholders
ISHARES TR shareholders Q3 2020
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