ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $25,112,570 | +419.6% | 224,500 | +323.6% | 3.66% | +406.8% |
| Q3 2022 | $4,833,000 | +483.0% | 53,000 | +557.2% | 0.72% | +1064.5% |
| Q4 2021 | $829,000 | -58.1% | 8,065 | -57.5% | 0.06% | -58.1% |
| Q3 2021 | $1,978,000 | +64.7% | 18,980 | +215.5% | 0.15% | +18.4% |
| Q1 2019 | $1,201,000 | +61.9% | 6,016 | +40.1% | 0.12% | +101.6% |
| Q4 2018 | $742,000 | +8.5% | 4,294 | +35.9% | 0.06% | +51.2% |
| Q3 2018 | $684,000 | – | 3,160 | – | 0.04% | – |
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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% |