ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,578 | -16.8% | 4,988 | -8.4% | 0.05% | -16.9% |
| Q2 2023 | $635,501 | -1.4% | 5,447 | -2.7% | 0.06% | -5.8% |
| Q1 2023 | $644,218 | -4.6% | 5,598 | -7.3% | 0.07% | -8.0% |
| Q4 2022 | $675,634 | +180.3% | 6,040 | +390.7% | 0.08% | +102.7% |
| Q3 2018 | $241,000 | +1.7% | 1,231 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $237,000 | +16.2% | 1,231 | +19.6% | 0.04% | +8.6% |
| Q1 2018 | $204,000 | – | 1,029 | – | 0.04% | – |
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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% |