MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 325 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$375,000
-7.2%
3,602
-2.2%
0.02%
-7.4%
Q2 2021$404,000
-3.3%
3,684
-8.3%
0.03%
-12.9%
Q1 2021$418,000
+8.9%
4,017
-0.8%
0.03%
+6.9%
Q4 2020$384,000
+8.2%
4,050
+97.3%
0.03%
-6.5%
Q3 2020$355,000
+2.3%
2,053
-2.5%
0.03%
-6.1%
Q2 2020$347,000
-54.9%
2,106
-60.6%
0.03%
-62.5%
Q1 2020$769,000
-40.1%
5,348
-7.4%
0.09%
-26.7%
Q4 2019$1,283,000
-0.3%
5,777
+0.8%
0.12%
-12.4%
Q3 2019$1,287,000
+8.3%
5,729
+3.3%
0.14%
+10.5%
Q2 2019$1,188,000
+8.8%
5,545
+1.3%
0.12%
+4.2%
Q1 2019$1,092,000
+26.0%
5,473
+9.1%
0.12%
+10.2%
Q4 2018$867,0005,0160.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders