Northwest Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Northwest Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$43,181
+0.1%
3270.0%0.03%
-6.2%
Q1 2024$43,142
+148.7%
327
+138.7%
0.03%
+113.3%
Q4 2023$17,3441370.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 73,176$9,662,8785.56%
Cadent Capital Advisors, LLC 98,743$13,038,9855.20%
PARAGON FINANCIAL PARTNERS, INC. 30,134$3,979,1633.10%
HERBST GROUP, LLC 37,133$4,903,3512.98%
MRA Advisory Group 34,502$4,555,9962.60%
FOCUS Wealth Advisors, LLC 37,716$4,980,3982.56%
MinichMacGregor Wealth Management, LLC 77,589$10,245,7292.50%
5th Street Advisors, LLC 36,323$4,796,3982.50%
Bluesphere Advisors, LLC 36,737$4,851,1162.47%
WealthCare Investment Partners, LLC 36,539$4,824,9532.24%
View complete list of ISHARES TR shareholders