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 | $13,246 | -17.2% | 125 | +25.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -30.4% | 100 | -28.6% | 0.00% | -33.3% |
| Q2 2020 | $23,000 | +15.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -35.5% | 140 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $31,000 | -16.2% | 140 | -14.6% | 0.00% | -20.0% |
| Q3 2019 | $37,000 | +5.7% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $35,000 | +6.1% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | +17.9% | 164 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | -20.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $35,000 | +9.4% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | +3.2% | 164 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $31,000 | -8.8% | 164 | -14.6% | 0.00% | -20.0% |
| Q3 2017 | $34,000 | +13.3% | 192 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $30,000 | +3.4% | 192 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $29,000 | +7.4% | 192 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $27,000 | – | 192 | – | 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% |