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 | $565,561 | -9.2% | 5,337 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $622,667 | +0.7% | 5,337 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $618,211 | +3.6% | 5,372 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $596,997 | +18.0% | 5,337 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $506,000 | +13.7% | 5,547 | +23.5% | 0.00% | +50.0% |
| Q2 2022 | $445,000 | +43.1% | 4,492 | +59.9% | 0.00% | +100.0% |
| Q1 2022 | $311,000 | +7.6% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $289,000 | -1.4% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $293,000 | -5.8% | 2,810 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $311,000 | -53.9% | 2,840 | -56.2% | 0.00% | -50.0% |
| Q1 2021 | $674,000 | +109.3% | 6,480 | +90.8% | 0.00% | 0.0% |
| Q4 2020 | $322,000 | +5.2% | 3,396 | +76.0% | 0.00% | 0.0% |
| Q3 2020 | $306,000 | -3.8% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $318,000 | +9.7% | 1,930 | -4.2% | 0.00% | 0.0% |
| Q1 2020 | $290,000 | -41.4% | 2,015 | -9.5% | 0.00% | -33.3% |
| Q4 2019 | $495,000 | -11.4% | 2,227 | -10.5% | 0.00% | 0.0% |
| Q3 2019 | $559,000 | +4.3% | 2,487 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $536,000 | +31.4% | 2,504 | +22.6% | 0.00% | +50.0% |
| Q1 2019 | $408,000 | -23.3% | 2,042 | -33.6% | 0.00% | -33.3% |
| Q4 2018 | $532,000 | -20.1% | 3,075 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $666,000 | +12.5% | 3,075 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $592,000 | -2.8% | 3,075 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $609,000 | +12.6% | 3,075 | +7.0% | 0.00% | +33.3% |
| Q4 2017 | $541,000 | +5.7% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $512,000 | +13.3% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $452,000 | +79.4% | 2,875 | +69.6% | 0.00% | +50.0% |
| Q1 2017 | $252,000 | +5.9% | 1,695 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $238,000 | +8.7% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $219,000 | +3.3% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $212,000 | +6.0% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $200,000 | – | 1,695 | – | 0.00% | – |
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% |