RMR Wealth Builders - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 422 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders