IAM Advisory, LLC - ISHARES TR ownership

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ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

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Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,311,368
+2.6%
11,395
-0.3%
0.45%
-3.6%
Q4 2022$1,278,326
+20.7%
11,428
-1.6%
0.47%
+5.1%
Q3 2022$1,059,000
-7.8%
11,612
+0.3%
0.45%
-5.3%
Q2 2022$1,148,000
-11.1%
11,576
-0.7%
0.47%
-9.9%
Q1 2022$1,291,000–11,652–0.52%–
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Other shareholders
ISHARES TR shareholders Q2 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