DELTA ASSET MANAGEMENT LLC/TN - ISHARES TR ownership

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ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 327 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.

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Quarter-by-quarter ownership
DELTA ASSET MANAGEMENT LLC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,597
-9.2%
1000.0%0.00%0.0%
Q2 2023$11,667
+1.4%
1000.0%0.00%0.0%
Q1 2023$11,508
+2.9%
1000.0%0.00%0.0%
Q4 2022$11,186
+11.9%
1000.0%0.00%0.0%
Q4 2021$10,0000.0%1000.0%0.00%0.0%
Q3 2021$10,000
-9.1%
1000.0%0.00%0.0%
Q2 2021$11,000
+10.0%
1000.0%0.00%0.0%
Q1 2021$10,000
-23.1%
100
-27.5%
0.00%0.0%
Q4 2020$13,000
+18.2%
138
+100.0%
0.00%0.0%
Q3 2020$11,0000.0%690.0%0.00%0.0%
Q2 2020$11,000
+10.0%
690.0%0.00%
-50.0%
Q1 2020$10,000
-33.3%
690.0%0.00%0.0%
Q4 2019$15,000
-6.2%
690.0%0.00%0.0%
Q3 2019$16,000
+6.7%
690.0%0.00%0.0%
Q2 2019$15,000
+7.1%
690.0%0.00%0.0%
Q1 2019$14,000
+16.7%
690.0%0.00%0.0%
Q4 2018$12,000
-20.0%
690.0%0.00%0.0%
Q3 2018$15,000
+15.4%
690.0%0.00%0.0%
Q2 2018$13,000
-7.1%
690.0%0.00%0.0%
Q1 2018$14,000
+7.7%
690.0%0.00%0.0%
Q4 2017$13,000
+8.3%
690.0%0.00%0.0%
Q3 2017$12,000
+71.4%
69
+38.0%
0.00%
+100.0%
Q4 2016$7,000–50–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2018
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