BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$233,340
+1.4%
2,0000.0%0.02%
-7.7%
Q1 2023$230,160
+2.9%
2,0000.0%0.03%
-7.1%
Q4 2022$223,720
+0.8%
2,0000.0%0.03%
+12.0%
Q1 2022$222,000
+7.8%
2,0000.0%0.02%
+13.6%
Q4 2021$206,000
-1.0%
2,0000.0%0.02%
-18.5%
Q3 2021$208,000
-5.0%
2,0000.0%0.03%
-22.9%
Q2 2021$219,000
+5.3%
2,0000.0%0.04%
-18.6%
Q1 2021$208,0002,0000.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders