Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 414 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$46,032
+2.9%
4000.0%0.01%0.0%
Q4 2022$44,744
+24.3%
4000.0%0.01%
+8.3%
Q3 2022$36,000
-7.7%
4000.0%0.01%
-7.7%
Q2 2022$39,000
-11.4%
4000.0%0.01%0.0%
Q1 2022$44,000
+7.3%
4000.0%0.01%0.0%
Q4 2021$41,0000.0%4000.0%0.01%
-7.1%
Q3 2021$41,000
-41.4%
400
-38.0%
0.01%
-41.7%
Q2 2021$70,000
+70.7%
645
+61.2%
0.02%
+50.0%
Q1 2021$41,000
+10.8%
4000.0%0.02%0.0%
Q4 2020$37,0004000.02%
Other shareholders
ISHARES TR shareholders Q3 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