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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $230 | -99.9% | 2,004 | -19.4% | 0.05% | +26.3% |
| Q3 2022 | $226,000 | -70.9% | 2,485 | -66.7% | 0.04% | -45.7% |
| Q3 2021 | $777,000 | -66.3% | 7,454 | -69.4% | 0.07% | -62.6% |
| Q4 2020 | $2,305,000 | +47.6% | 24,343 | +146.8% | 0.19% | +37.5% |
| Q3 2020 | $1,562,000 | +127.4% | 9,864 | +136.4% | 0.14% | +91.5% |
| Q2 2020 | $687,000 | -19.5% | 4,173 | +8.6% | 0.07% | +173.1% |
| Q4 2019 | $853,000 | +41.0% | 3,841 | +42.6% | 0.03% | -18.8% |
| Q3 2019 | $605,000 | -6.9% | 2,693 | -11.3% | 0.03% | +28.0% |
| Q2 2019 | $650,000 | -90.6% | 3,036 | -91.3% | 0.02% | -93.8% |
| Q1 2019 | $6,925,000 | +78.1% | 34,700 | +54.2% | 0.40% | +99.0% |
| Q4 2018 | $3,889,000 | +10.3% | 22,500 | +38.0% | 0.20% | +62.1% |
| Q3 2018 | $3,527,000 | +665.1% | 16,300 | +579.2% | 0.12% | +1140.0% |
| Q2 2018 | $461,000 | -95.7% | 2,400 | -95.6% | 0.01% | -94.7% |
| Q1 2018 | $10,788,000 | -35.7% | 54,500 | -38.9% | 0.19% | -24.3% |
| Q4 2017 | $16,779,000 | – | 89,200 | – | 0.25% | – |
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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% |