ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 351 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,128,283 | +13.3% | 10,647 | +24.7% | 0.00% | – |
| Q2 2023 | $996,142 | +11.0% | 8,538 | +9.5% | 0.00% | – |
| Q1 2023 | $897,579 | +35.2% | 7,800 | +31.4% | 0.00% | – |
| Q4 2022 | $663,918 | +128.9% | 5,935 | +86.3% | 0.00% | – |
| Q3 2022 | $290,000 | +27.8% | 3,186 | +131.9% | 0.00% | – |
| Q2 2020 | $227,000 | +7.6% | 1,374 | -6.6% | 0.00% | – |
| Q1 2020 | $211,000 | -35.7% | 1,471 | -0.3% | 0.00% | – |
| Q4 2019 | $328,000 | +6.5% | 1,476 | +7.7% | 0.00% | – |
| Q3 2019 | $308,000 | -12.5% | 1,371 | -16.7% | 0.00% | – |
| Q2 2019 | $352,000 | +2.3% | 1,645 | -4.5% | 0.00% | – |
| Q1 2019 | $344,000 | -12.2% | 1,723 | -24.0% | 0.00% | – |
| Q4 2018 | $392,000 | -31.5% | 2,267 | -14.3% | 0.00% | – |
| Q3 2018 | $572,000 | +7.7% | 2,645 | -4.0% | 0.00% | – |
| Q2 2018 | $531,000 | +1.9% | 2,756 | +4.5% | 0.00% | – |
| Q1 2018 | $521,000 | -13.2% | 2,637 | -17.2% | 0.00% | – |
| Q4 2017 | $600,000 | +195.6% | 3,186 | +178.3% | 0.00% | – |
| Q3 2017 | $203,000 | -40.5% | 1,145 | -52.8% | 0.00% | – |
| Q4 2016 | $341,000 | – | 2,425 | – | 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% |