Global Assets Advisory, 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
Global Assets Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$722,874
-9.4%
6,822
-0.2%
0.64%
-12.6%
Q2 2023$797,906
-1.4%
6,839
-0.8%
0.73%
-11.6%
Q1 2023$809,072
+5.7%
6,891
+0.7%
0.82%
+2.2%
Q4 2022$765,682
+4.3%
6,845
-0.1%
0.81%
+8.8%
Q3 2022$734,0006,8490.74%
Other shareholders
ISHARES TR shareholders Q3 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