ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 544 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,390,367 | +30.9% | 72,909 | +27.2% | 0.09% | +59.3% |
| Q4 2022 | $6,409,466 | -39.6% | 57,299 | -40.2% | 0.06% | -50.4% |
| Q1 2022 | $10,619,000 | +22.8% | 95,845 | +21.4% | 0.12% | -1.7% |
| Q2 2021 | $8,648,000 | +51.2% | 78,952 | +210.2% | 0.12% | -6.9% |
| Q3 2019 | $5,719,000 | +14.4% | 25,452 | +10.2% | 0.13% | +2.4% |
| Q3 2018 | $4,997,000 | +23.3% | 23,088 | +12.8% | 0.13% | 0.0% |
| Q1 2018 | $4,052,000 | +50.5% | 20,468 | +43.0% | 0.13% | +54.9% |
| Q4 2017 | $2,692,000 | +9.2% | 14,311 | +3.3% | 0.08% | -1.2% |
| Q3 2017 | $2,466,000 | -35.7% | 13,853 | -43.1% | 0.08% | -44.3% |
| Q2 2017 | $3,834,000 | +0.3% | 24,363 | -5.2% | 0.15% | -11.8% |
| Q1 2017 | $3,821,000 | +129.6% | 25,695 | +92.9% | 0.17% | +56.5% |
| Q2 2016 | $1,664,000 | -63.7% | 13,320 | -64.0% | 0.11% | -74.0% |
| Q1 2015 | $4,582,000 | -3.8% | 37,020 | -15.2% | 0.42% | +1.5% |
| Q1 2014 | $4,765,000 | +942.7% | 43,653 | +908.6% | 0.41% | +978.9% |
| Q4 2013 | $457,000 | +38.5% | 4,328 | +20.6% | 0.04% | +46.2% |
| Q3 2013 | $330,000 | – | 3,589 | – | 0.03% | – |
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% |