RMR Wealth Builders - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 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 Q1 2021
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