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 | $809,265 | -4.1% | 7,637 | +5.6% | 0.09% | -2.1% |
| Q2 2023 | $843,907 | +2.5% | 7,233 | +1.1% | 0.10% | +10.3% |
| Q1 2023 | $823,188 | +99801.5% | 7,153 | -3.0% | 0.09% | 0.0% |
| Q4 2022 | $824 | -99.8% | 7,375 | +25.7% | 0.09% | +35.9% |
| Q3 2022 | $535,000 | -4.6% | 5,866 | +3.7% | 0.06% | +3.2% |
| Q2 2022 | $561,000 | -27.1% | 5,656 | +45.3% | 0.06% | -58.9% |
| Q1 2018 | $770,000 | +65.6% | 3,892 | +99.3% | 0.15% | +54.1% |
| Q2 2017 | $465,000 | +5.9% | 1,953 | -33.9% | 0.10% | -3.0% |
| Q1 2017 | $439,000 | +5.8% | 2,953 | 0.0% | 0.10% | +13.5% |
| Q4 2016 | $415,000 | – | 2,953 | – | 0.09% | – |
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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% |