ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622 | -10.2% | 5,865 | -1.3% | 0.15% | -8.7% |
| Q2 2023 | $693 | +48.4% | 5,941 | +46.3% | 0.16% | +41.2% |
| Q1 2023 | $467 | -13.5% | 4,061 | -15.9% | 0.11% | -19.7% |
| Q4 2022 | $540 | -99.9% | 4,829 | +1.4% | 0.14% | +9.2% |
| Q3 2022 | $434,000 | +0.5% | 4,764 | +9.3% | 0.13% | +2.4% |
| Q2 2022 | $432,000 | +1007.7% | 4,360 | +1686.9% | 0.13% | +296.9% |
| Q3 2020 | $39,000 | -4.9% | 244 | -1.6% | 0.03% | -5.9% |
| Q2 2020 | $41,000 | +28.1% | 248 | +12.2% | 0.03% | +3.0% |
| Q1 2020 | $32,000 | – | 221 | – | 0.03% | – |
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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% |