STRATEGIC WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 248 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
STRATEGIC WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$3,248,000
-35.4%
22,582
-0.2%
4.30%
-9.9%
Q4 2019$5,026,000
-1.2%
22,6300.0%4.78%
-0.9%
Q3 2019$5,085,000
+4.9%
22,6300.0%4.82%
+28.1%
Q2 2019$4,848,000
+7.8%
22,630
+0.4%
3.76%
-8.9%
Q1 2019$4,496,000
+15.5%
22,5290.0%4.13%
+16.6%
Q4 2018$3,894,000
-24.4%
22,529
-5.4%
3.54%
-19.0%
Q3 2018$5,153,000
+12.4%
23,8090.0%4.37%
+6.9%
Q2 2018$4,583,000
+1.5%
23,809
+4.4%
4.09%
+7.1%
Q1 2018$4,515,000
+5.2%
22,8090.0%3.82%
-11.4%
Q4 2017$4,291,000
+5.5%
22,809
-0.1%
4.31%
-23.6%
Q3 2017$4,066,000
+5.3%
22,836
-6.9%
5.64%
-13.6%
Q2 2017$3,860,000
+3.8%
24,531
-1.9%
6.53%
+29.1%
Q1 2017$3,718,000
+10.3%
25,000
+4.2%
5.06%
+46.1%
Q4 2016$3,372,000
+102.4%
24,000
+55.0%
3.46%
+99.5%
Q3 2014$1,666,00015,4881.74%
Other shareholders
ISHARES TR shareholders Q3 2017
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