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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $318,000 | -2.5% | 3,360 | +63.3% | 0.11% | -18.5% |
| Q3 2020 | $326,000 | -9.7% | 2,057 | -6.2% | 0.13% | -19.8% |
| Q2 2020 | $361,000 | +8.7% | 2,192 | -4.9% | 0.16% | -10.0% |
| Q1 2020 | $332,000 | -48.0% | 2,305 | -19.7% | 0.18% | -29.7% |
| Q4 2019 | $638,000 | -0.9% | 2,872 | +0.1% | 0.26% | -8.6% |
| Q3 2019 | $644,000 | +4.9% | 2,868 | +0.1% | 0.28% | +2.6% |
| Q2 2019 | $614,000 | -8.4% | 2,866 | -14.6% | 0.27% | -10.8% |
| Q1 2019 | $670,000 | +25.2% | 3,355 | +8.3% | 0.31% | +10.9% |
| Q4 2018 | $535,000 | -5.5% | 3,098 | +18.5% | 0.28% | +9.1% |
| Q3 2018 | $566,000 | +37.7% | 2,614 | +22.3% | 0.25% | +31.1% |
| Q2 2018 | $411,000 | +7.0% | 2,137 | +10.3% | 0.19% | +3.2% |
| Q1 2018 | $384,000 | – | 1,937 | – | 0.19% | – |
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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% |