ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $245,000 | -43.8% | 1,702 | -13.3% | 0.05% | -40.9% |
| Q4 2019 | $436,000 | +6.9% | 1,963 | +8.1% | 0.09% | +10.0% |
| Q3 2019 | $408,000 | +10.9% | 1,816 | +5.8% | 0.08% | +27.0% |
| Q2 2019 | $368,000 | +8.6% | 1,716 | +0.9% | 0.06% | +5.0% |
| Q1 2019 | $339,000 | -0.6% | 1,700 | -13.7% | 0.06% | -11.8% |
| Q4 2018 | $341,000 | -19.2% | 1,971 | +1.1% | 0.07% | -8.1% |
| Q3 2018 | $422,000 | +14.1% | 1,949 | +1.4% | 0.07% | +12.1% |
| Q2 2018 | $370,000 | +9.8% | 1,922 | +12.8% | 0.07% | +24.5% |
| Q1 2018 | $337,000 | +15.8% | 1,704 | +10.1% | 0.05% | +8.2% |
| Q4 2017 | $291,000 | +4.3% | 1,548 | -1.1% | 0.05% | +2.1% |
| Q3 2017 | $279,000 | – | 1,566 | – | 0.05% | – |
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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% |