ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,841 | -26.0% | 3,396 | -18.5% | 0.01% | -28.6% |
| Q2 2023 | $486,361 | +19.5% | 4,169 | +17.9% | 0.01% | +16.7% |
| Q1 2023 | $407,028 | +0.3% | 3,537 | -2.5% | 0.01% | -14.3% |
| Q4 2022 | $405,802 | +95.1% | 3,628 | +58.7% | 0.01% | +75.0% |
| Q3 2022 | $208,000 | -1.9% | 2,286 | +6.8% | 0.00% | 0.0% |
| Q2 2022 | $212,000 | -10.5% | 2,140 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $237,000 | -91.0% | 2,137 | -82.5% | 0.00% | -96.6% |
| Q2 2019 | $2,622,000 | +7.3% | 12,243 | +0.0% | 0.12% | -5.6% |
| Q1 2019 | $2,443,000 | +10.0% | 12,241 | -4.7% | 0.12% | -3.1% |
| Q4 2018 | $2,220,000 | -22.2% | 12,840 | -2.6% | 0.13% | -11.6% |
| Q3 2018 | $2,852,000 | +12.5% | 13,176 | +0.0% | 0.15% | +6.6% |
| Q2 2018 | $2,536,000 | +57.6% | 13,175 | +62.1% | 0.14% | +50.5% |
| Q1 2018 | $1,609,000 | +7.0% | 8,126 | +1.6% | 0.09% | +7.1% |
| Q4 2017 | $1,504,000 | +5.7% | 7,996 | +0.0% | 0.08% | -1.2% |
| Q3 2017 | $1,423,000 | +13.1% | 7,995 | +0.0% | 0.09% | +6.2% |
| Q2 2017 | $1,258,000 | – | 7,993 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 70,956 | $7,519,189 | 5.92% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,330 | $3,214,028 | 3.34% |
| HERBST GROUP, LLC | 42,795 | $4,534,997 | 3.24% |
| MinichMacGregor Wealth Management, LLC | 86,757 | $9,193,683 | 3.04% |
| Gruss & Co., LLC | 3,000 | $317,910 | 2.69% |
| FOCUS Wealth Advisors, LLC | 34,646 | $3,671,437 | 2.55% |
| Bluesphere Advisors, LLC | 32,313 | $3,424,245 | 2.46% |
| WealthCare Investment Partners, LLC | 35,971 | $3,769,017 | 2.29% |
| MRA Advisory Group | 26,736 | $2,833,169 | 2.02% |
| 5th Street Advisors, LLC | 27,426 | $2,906,334 | 1.92% |