ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 327 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,330,009 | -16.0% | 12,550 | -7.5% | 0.01% | -17.6% |
| Q2 2023 | $1,582,805 | +22.0% | 13,566 | +20.4% | 0.02% | +13.3% |
| Q1 2023 | $1,296,884 | -84.0% | 11,269 | -69.1% | 0.02% | -88.5% |
| Q4 2019 | $8,107,000 | -2.2% | 36,474 | -1.1% | 0.13% | -12.1% |
| Q3 2019 | $8,290,000 | +1.8% | 36,893 | -3.0% | 0.15% | -2.0% |
| Q2 2019 | $8,145,000 | +49.8% | 38,021 | +39.4% | 0.15% | +63.4% |
| Q1 2019 | $5,437,000 | +284.2% | 27,270 | +233.3% | 0.09% | +232.1% |
| Q4 2018 | $1,415,000 | -72.1% | 8,183 | -65.1% | 0.03% | -68.9% |
| Q3 2018 | $5,080,000 | +224.2% | 23,471 | +188.3% | 0.09% | +190.3% |
| Q2 2018 | $1,567,000 | +54.7% | 8,142 | +59.2% | 0.03% | +47.6% |
| Q1 2018 | $1,013,000 | -23.8% | 5,115 | -58.6% | 0.02% | -53.3% |
| Q3 2014 | $1,329,000 | -0.8% | 12,362 | -0.5% | 0.04% | 0.0% |
| Q2 2014 | $1,340,000 | -1.5% | 12,428 | -0.4% | 0.04% | -8.2% |
| Q1 2014 | $1,361,000 | +5.1% | 12,477 | +1.8% | 0.05% | +2.1% |
| Q4 2013 | $1,295,000 | +11.5% | 12,255 | -3.1% | 0.05% | -7.7% |
| Q3 2013 | $1,161,000 | – | 12,642 | – | 0.05% | – |
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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% |