Lee Financial Group Hawaii, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Lee Financial Group Hawaii, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$497,000
+16.1%
5,246
+94.2%
0.42%
+18.0%
Q3 2020$428,000
-13.5%
2,702
-10.0%
0.36%
-16.7%
Q2 2020$495,000
-94.2%
3,003
-92.1%
0.43%
-93.6%
Q4 2019$8,469,000
-1.0%
38,136
+0.2%
6.68%
-12.4%
Q3 2019$8,555,000
+5.5%
38,074
+0.6%
7.63%
+10.1%
Q2 2019$8,110,000
+23.9%
37,836
+15.3%
6.93%
+13.7%
Q1 2019$6,547,000
+19.6%
32,805
+3.6%
6.09%
+3.7%
Q4 2018$5,473,000
-21.4%
31,664
-1.6%
5.88%
-5.1%
Q3 2018$6,964,000
+14.4%
32,176
+1.8%
6.20%
+10.0%
Q2 2018$6,086,000
-0.9%
31,622
+1.9%
5.63%
-4.9%
Q1 2018$6,143,000
+6.2%
31,032
+1.0%
5.92%
+10.2%
Q4 2017$5,782,00030,7395.37%
Other shareholders
ISHARES TR shareholders Q1 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