FERGUSON WELLMAN CAPITAL MANAGEMENT, INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,725,005
-15.1%
176,701
-6.5%
0.46%
-11.6%
Q2 2023$22,059,264
-4.2%
189,074
-5.5%
0.52%
-10.4%
Q1 2023$23,036,945
+100099.8%
200,182
-2.6%
0.58%
-3.5%
Q4 2022$22,991
-99.8%
205,532
+71.4%
0.60%
+40.0%
Q3 2022$10,937,000
+3497.7%
119,931
+4012.9%
0.43%
+4180.0%
Q3 2021$304,000
-4.7%
2,9160.0%0.01%0.0%
Q2 2021$319,000
+4.9%
2,9160.0%0.01%
-9.1%
Q1 2021$304,000
+6.3%
2,916
-3.3%
0.01%
+57.1%
Q4 2020$286,000
+4.4%
3,016
+74.5%
0.01%
-12.5%
Q3 2020$274,000
-43.9%
1,728
-41.6%
0.01%
-46.7%
Q2 2020$488,000
-0.8%
2,961
-13.4%
0.02%
-16.7%
Q1 2020$492,000
-55.7%
3,420
-31.6%
0.02%
-45.5%
Q4 2019$1,110,000
-2.1%
5,000
-1.0%
0.03%
-8.3%
Q3 2019$1,134,000
+2.2%
5,048
-2.6%
0.04%
-2.7%
Q2 2019$1,110,000
-26.9%
5,183
-31.9%
0.04%
-28.8%
Q1 2019$1,519,000
-22.1%
7,613
-32.5%
0.05%
-30.7%
Q4 2018$1,950,00011,2830.08%
Other shareholders
ISHARES TR shareholders Q1 2023
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