Newbridge Financial Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,840
+21.6%
2,792
+33.8%
0.15%
+25.2%
Q2 2023$243,389
+26.6%
2,086
+24.9%
0.12%
+16.7%
Q1 2023$192,203
-10.9%
1,670
-13.4%
0.10%
-18.4%
Q4 2022$215,778
+156.9%
1,929
+109.9%
0.12%
+155.1%
Q3 2022$84,000
-9.7%
919
-1.8%
0.05%
-15.5%
Q2 2022$93,000
-7.9%
936
+2.4%
0.06%
+16.0%
Q1 2022$101,000
+7.4%
9140.0%0.05%
+13.6%
Q4 2021$94,000914
+30366.7%
0.04%
Q2 2021$030.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders