Beacon Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,1340.0%2670.0%0.01%0.0%
Q2 2023$31,134
+79.7%
267
+76.8%
0.01%
+60.0%
Q1 2023$17,329
+3.1%
151
+0.7%
0.01%
-16.7%
Q4 2022$16,806
+20.0%
150
+0.7%
0.01%
+20.0%
Q3 2022$14,000
+600.0%
149
+964.3%
0.01%
Q2 2022$2,0000.0%140.0%0.00%
Q1 2022$2,000140.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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