ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,625 | +9.8% | 19,875 | +9.7% | 0.03% | +3.2% |
| Q1 2024 | $2,390 | -16.8% | 18,116 | -20.2% | 0.03% | -22.5% |
| Q4 2023 | $2,873 | +42.1% | 22,692 | +18.9% | 0.04% | +29.0% |
| Q3 2023 | $2,022 | +32.4% | 19,085 | +45.8% | 0.03% | +29.2% |
| Q2 2023 | $1,527 | 0.0% | 13,091 | -1.4% | 0.02% | -7.7% |
| Q1 2023 | $1,527 | -99.9% | 13,272 | +20.5% | 0.03% | +18.2% |
| Q4 2022 | $1,232,000 | -99.8% | 11,010 | +23.9% | 0.02% | +37.5% |
| Q3 2022 | $810,000,000 | +107184.8% | 8,887 | +16.7% | 0.02% | +6.7% |
| Q2 2022 | $755,000 | +26.0% | 7,613 | +40.7% | 0.02% | +36.4% |
| Q1 2022 | $599,000 | -99.9% | 5,410 | +5.7% | 0.01% | +22.2% |
| Q4 2021 | $526,000,000 | +104680.9% | 5,120 | +6.4% | 0.01% | -10.0% |
| Q3 2021 | $502,000 | -6.2% | 4,811 | +99.9% | 0.01% | -54.5% |
| Q4 2019 | $535,000 | – | 2,407 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |