ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 46 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $288,000 | -34.4% | 2,005 | +1.4% | 0.14% | -12.8% |
| Q4 2019 | $439,000 | -4.4% | 1,978 | -3.2% | 0.16% | -11.9% |
| Q3 2019 | $459,000 | +3.1% | 2,043 | -1.7% | 0.18% | +6.6% |
| Q2 2019 | $445,000 | +3.0% | 2,078 | -3.9% | 0.17% | -5.7% |
| Q1 2019 | $432,000 | +13.1% | 2,163 | -2.0% | 0.18% | -3.8% |
| Q4 2018 | $382,000 | -29.8% | 2,208 | -12.1% | 0.18% | -12.9% |
| Q3 2018 | $544,000 | +12.4% | 2,513 | -0.1% | 0.21% | +8.2% |
| Q2 2018 | $484,000 | -4.0% | 2,516 | -1.1% | 0.19% | -4.9% |
| Q1 2018 | $504,000 | +2.6% | 2,545 | -2.5% | 0.20% | +4.1% |
| Q4 2017 | $491,000 | +3.4% | 2,609 | -2.2% | 0.20% | -1.5% |
| Q3 2017 | $475,000 | +13.1% | 2,669 | 0.0% | 0.20% | +8.2% |
| Q2 2017 | $420,000 | +6.1% | 2,669 | +0.1% | 0.18% | +4.5% |
| Q1 2017 | $396,000 | -0.5% | 2,666 | -5.8% | 0.18% | -6.4% |
| Q4 2016 | $398,000 | +7.0% | 2,831 | -1.9% | 0.19% | +5.6% |
| Q3 2016 | $372,000 | +1.4% | 2,886 | -1.9% | 0.18% | -2.2% |
| Q2 2016 | $367,000 | +6.4% | 2,941 | -0.3% | 0.18% | +4.6% |
| Q1 2016 | $345,000 | -3.6% | 2,951 | -2.6% | 0.17% | 0.0% |
| Q4 2015 | $358,000 | +4.7% | 3,031 | -3.5% | 0.17% | -2.2% |
| Q3 2015 | $342,000 | -12.5% | 3,141 | -4.4% | 0.18% | -2.7% |
| Q2 2015 | $391,000 | -6.7% | 3,286 | -2.8% | 0.18% | -5.2% |
| Q1 2015 | $419,000 | +8.5% | 3,381 | +0.5% | 0.19% | +6.0% |
| Q4 2014 | $386,000 | +12.5% | 3,365 | +5.5% | 0.18% | +10.3% |
| Q3 2014 | $343,000 | +1.2% | 3,190 | +1.4% | 0.16% | 0.0% |
| Q2 2014 | $339,000 | -2.3% | 3,145 | -1.1% | 0.16% | -6.2% |
| Q1 2014 | $347,000 | +17.2% | 3,180 | +13.4% | 0.18% | +17.3% |
| Q4 2013 | $296,000 | +26.0% | 2,805 | +9.8% | 0.15% | +15.4% |
| Q3 2013 | $235,000 | – | 2,555 | – | 0.13% | – |
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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% |