HM PAYSON & CO - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,299
-9.2%
500.0%0.00%
Q2 2023$5,834
+1.4%
500.0%0.00%
Q1 2023$5,754
+2.9%
500.0%0.00%
Q4 2022$5,593
+11.9%
500.0%0.00%
Q3 2022$5,0000.0%500.0%0.00%
Q2 2022$5,000
-16.7%
500.0%0.00%
Q1 2022$6,000
+20.0%
500.0%0.00%
Q4 2021$5,0000.0%500.0%0.00%
Q3 2021$5,0000.0%500.0%0.00%
Q2 2021$5,000
-86.1%
50
-85.6%
0.00%
-100.0%
Q1 2021$36,000
+9.1%
3480.0%0.00%0.0%
Q4 2020$33,000
-10.8%
348
+50.6%
0.00%0.0%
Q3 2020$37,000
-21.3%
231
-18.9%
0.00%
-50.0%
Q2 2020$47,000
+14.6%
2850.0%0.00%0.0%
Q1 2020$41,000
-12.8%
285
+35.7%
0.00%0.0%
Q4 2019$47,0000.0%2100.0%0.00%0.0%
Q3 2019$47,000
+4.4%
2100.0%0.00%0.0%
Q2 2019$45,0002100.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders