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 | $431 | -17.3% | 4,066 | -9.0% | 0.02% | -11.8% |
| Q2 2023 | $521 | +6.3% | 4,466 | +4.9% | 0.02% | 0.0% |
| Q1 2023 | $490 | +1.0% | 4,257 | -1.8% | 0.02% | 0.0% |
| Q4 2022 | $485 | -99.8% | 4,335 | +28.6% | 0.02% | +21.4% |
| Q3 2022 | $307,000 | -12.3% | 3,371 | -4.5% | 0.01% | -22.2% |
| Q2 2022 | $350,000 | -8.1% | 3,529 | +2.6% | 0.02% | +5.9% |
| Q1 2022 | $381,000 | -2.3% | 3,439 | -9.4% | 0.02% | 0.0% |
| Q4 2021 | $390,000 | -12.9% | 3,797 | -11.6% | 0.02% | -22.7% |
| Q3 2021 | $448,000 | +3.5% | 4,297 | +8.6% | 0.02% | +15.8% |
| Q2 2021 | $433,000 | -45.1% | 3,957 | -47.8% | 0.02% | -50.0% |
| Q1 2021 | $789,000 | +30.6% | 7,576 | +18.8% | 0.04% | +15.2% |
| Q4 2020 | $604,000 | +41.5% | 6,379 | +136.8% | 0.03% | +26.9% |
| Q3 2020 | $427,000 | +7.0% | 2,694 | +11.1% | 0.03% | -7.1% |
| Q2 2020 | $399,000 | – | 2,425 | – | 0.03% | – |
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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% |