ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223
-18.6%
2,101
-10.6%
0.04%
-14.6%
Q2 2023$274
+5.0%
2,350
+3.7%
0.04%0.0%
Q1 2023$261
-6.5%
2,266
-9.1%
0.04%
-10.9%
Q4 2022$279
-99.9%
2,494
-28.0%
0.05%
-22.0%
Q3 2022$316,000
-24.4%
3,462
-17.8%
0.06%
-21.3%
Q2 2022$418,000
-87.9%
4,213
-86.5%
0.08%
-87.9%
Q1 2022$3,466,000
-65.9%
31,284
-68.4%
0.62%
-68.1%
Q4 2021$10,164,000
+74.1%
98,891
+76.6%
1.94%
+58.5%
Q3 2021$5,838,000
-50.3%
56,006
-47.7%
1.22%
-51.7%
Q2 2021$11,738,000
-15.4%
107,166
-19.5%
2.53%
-22.8%
Q1 2021$13,867,000
+47.1%
133,195
+33.9%
3.28%
+41.9%
Q4 2020$9,425,000
+234.2%
99,499
+459.0%
2.31%
+208.0%
Q3 2020$2,820,000
+378.0%
17,799
+552.9%
0.75%
+336.0%
Q3 2018$590,000
+12.6%
2,726
+0.1%
0.17%
-11.8%
Q2 2018$524,000
-2.4%
2,723
+0.3%
0.20%
-15.9%
Q1 2018$537,0002,7150.23%
Other shareholders
ISHARES TR shareholders Q4 2021
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