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 | $426,954 | +144141.2% | 4,029 | +58.6% | 0.01% | +44.4% |
| Q2 2023 | $296 | +1.4% | 2,541 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $292 | +18.2% | 2,541 | +14.9% | 0.01% | +12.5% |
| Q4 2022 | $247 | -99.9% | 2,212 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $202,000 | -7.8% | 2,212 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $219,000 | +7.4% | 2,212 | +20.4% | 0.01% | +33.3% |
| Q1 2022 | $204,000 | -9.3% | 1,837 | +81.5% | 0.01% | -45.5% |
| Q4 2019 | $225,000 | +5.1% | 1,012 | +6.3% | 0.01% | 0.0% |
| Q3 2019 | $214,000 | -29.1% | 952 | -45.6% | 0.01% | -42.1% |
| Q4 2018 | $302,000 | -20.3% | 1,749 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $379,000 | +8.0% | 1,749 | -4.1% | 0.02% | 0.0% |
| Q2 2018 | $351,000 | -5.6% | 1,823 | -2.9% | 0.02% | -19.2% |
| Q1 2018 | $372,000 | -43.5% | 1,878 | -46.3% | 0.03% | -40.9% |
| Q4 2017 | $658,000 | +70.9% | 3,496 | +61.8% | 0.04% | +57.1% |
| Q3 2017 | $385,000 | +49.2% | 2,161 | +32.1% | 0.03% | +47.4% |
| Q2 2017 | $258,000 | – | 1,636 | – | 0.02% | – |
Download | ||||||
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% |