WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$63,517
+24.6%
4810.0%0.06%
+7.5%
Q3 2023$50,972
-9.2%
4810.0%0.05%
-3.6%
Q2 2023$56,119
+11.2%
481
+6.7%
0.06%
+41.0%
Q4 2022$50,449
+12.1%
4510.0%0.04%0.0%
Q2 2022$45,0004510.04%
Other shareholders
ISHARES TR shareholders Q4 2023
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