Connectus Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Connectus Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$538,738
-63.1%
5,084
-59.4%
0.01%
-64.7%
Q2 2023$1,461,066
+471.9%
12,523
+464.1%
0.03%
+466.7%
Q1 2023$255,478
-76.3%
2,220
-77.0%
0.01%
-76.0%
Q4 2022$1,077,955
+46.5%
9,632
+19.4%
0.02%
+66.7%
Q3 2022$736,000
-6.1%
8,070
+2.1%
0.02%
-16.7%
Q2 2022$784,0007,9070.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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