Burns Matteson Capital 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
Burns Matteson Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$521,614
+6.0%
4,471
+4.6%
0.32%
+2.6%
Q1 2023$492,029
+2.3%
4,276
-0.6%
0.31%
-1.9%
Q4 2022$480,985
+19.4%
4,300
-2.7%
0.32%
+7.8%
Q3 2022$402,867
-8.0%
4,4180.0%0.30%
-3.9%
Q2 2022$438,121
-10.3%
4,418
+0.2%
0.31%
-9.4%
Q1 2022$488,348
+6.8%
4,408
-0.9%
0.34%
+9.3%
Q4 2021$457,203
-7.2%
4,448
-5.9%
0.31%
-16.6%
Q3 2021$492,865
-4.8%
4,7280.0%0.37%
-9.0%
Q2 2021$517,876
+5.4%
4,728
+0.2%
0.41%
-12.8%
Q1 2021$491,365
+5.0%
4,720
-4.5%
0.47%
-8.9%
Q4 2020$468,0684,9420.52%
Other shareholders
ISHARES TR shareholders Q1 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