ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

HCR Wealth Advisors's Holding History (CIK: 0001697715)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,972 Value ($000) $423 Avg Close — Range —
Q3 2025
Shares 2,069 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 2,218 Value ($000) $418 Avg Close — Range —
Q1 2025
Shares 2,218 Value ($000) $340 Avg Close — Range —
Q4 2024
Shares 2,289 Value ($000) $333 Avg Close — Range —
Q3 2024
Shares 2,314 Value ($000) $346 Avg Close — Range —
Q2 2024
Shares 2,536 Value ($000) $335 Avg Close — Range —
Q1 2024
Shares 2,366 Value ($000) $312 Avg Close — Range —
Q4 2023
Shares 2,441 Value ($000) $309 Avg Close — Range —
Q3 2023
Shares 2,323 Value ($000) $246 Avg Close — Range —
Q2 2023
Shares 4,887 Value ($000) $570 Avg Close — Range —
Q1 2023
Shares 4,498 Value ($000) $518 Avg Close — Range —
Q4 2022
Shares 4,644 Value ($000) $519 Avg Close — Range —
Q3 2022
Shares 4,928 Value ($000) $449 Avg Close — Range —
Q2 2022
Shares 4,908 Value ($000) $487 Avg Close — Range —
Q1 2022
Shares 4,941 Value ($000) $547 Avg Close — Range —
Q4 2021
Shares 5,219 Value ($000) $536 Avg Close — Range —
Q3 2021
Shares 5,294 Value ($000) $552 Avg Close — Range —
Q2 2021
Shares 4,926 Value ($000) $540 Avg Close — Range —
Q1 2021
Shares 4,799 Value ($000) $500 Avg Close — Range —
Q4 2020
Shares 9,451 Value ($000) $713 Avg Close — Range —
Q3 2020
Shares 2,502 Value ($000) $490 Avg Close — Range —
Q2 2020
Shares 2,364 Value ($000) $445 Avg Close — Range —
Q1 2020
Shares 3,009 Value ($000) $460 Avg Close — Range —
Q4 2019
Shares 3,081 Value ($000) $646 Avg Close — Range —
Q3 2019
Shares 2,967 Value ($000) $605 Avg Close — Range —
Q2 2019
Shares 2,950 Value ($000) $584 Avg Close — Range —
Q1 2019
Shares 4,011 Value ($000) $735 Avg Close — Range —
Q4 2018
Shares 156,738 Value ($000) $1,120 Avg Close — Range —
Q3 2018
Shares 158,575 Value ($000) $1,582 Avg Close — Range —
Q2 2018
Shares 156,715 Value ($000) $1,236 Avg Close — Range —
Q1 2018
Shares 156,911 Value ($000) $1,278 Avg Close — Range —
Q4 2017
Shares 152,675 Value ($000) $429 Avg Close — Range —
Q3 2017
Shares 2,675 Value ($000) $404 Avg Close — Range —
Q2 2017
Shares 152,425 Value ($000) $339 Avg Close — Range —
Q1 2017
Shares 152,474 Value ($000) $327 Avg Close — Range —
Q4 2016
Shares 152,428 Value ($000) $296 Avg Close — Range —