RMR Wealth Builders - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 342 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$207,673
-2.7%
1,780
-4.0%
0.04%
-14.6%
Q1 2023$213,473
-18.8%
1,855
-21.1%
0.04%
-31.7%
Q4 2022$262,871
+22.8%
2,3500.0%0.06%
+15.4%
Q3 2022$214,000
-8.2%
2,3500.0%0.05%
-10.3%
Q2 2022$233,000
-10.4%
2,3500.0%0.06%
+3.6%
Q1 2022$260,000
+519.0%
2,350
+487.5%
0.06%
+409.1%
Q1 2021$42,000
+10.5%
4000.0%0.01%
-42.1%
Q4 2020$38,0004000.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders