ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,717 | -9.2% | 3,415 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $398,428 | +94.5% | 3,415 | +91.9% | 0.00% | +50.0% |
| Q1 2023 | $204,842 | -7.7% | 1,780 | -11.0% | 0.00% | 0.0% |
| Q1 2022 | $222,000 | -46.1% | 2,000 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $412,000 | +98.1% | 4,000 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $208,000 | -5.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $219,000 | +5.3% | 2,000 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $208,000 | -82.8% | 2,000 | -73.9% | 0.00% | -83.3% |
| Q3 2020 | $1,210,000 | -47.9% | 7,650 | -45.7% | 0.02% | -53.8% |
| Q2 2020 | $2,324,000 | -20.7% | 14,100 | -30.9% | 0.04% | -35.0% |
| Q1 2020 | $2,929,000 | -35.3% | 20,400 | 0.0% | 0.06% | -24.1% |
| Q4 2019 | $4,530,000 | -1.2% | 20,400 | 0.0% | 0.08% | -9.2% |
| Q3 2019 | $4,587,000 | +5.0% | 20,400 | 0.0% | 0.09% | +8.8% |
| Q2 2019 | $4,369,000 | +7.3% | 20,400 | 0.0% | 0.08% | +2.6% |
| Q1 2019 | $4,072,000 | +15.4% | 20,400 | 0.0% | 0.08% | +8.3% |
| Q4 2018 | $3,529,000 | -6.3% | 20,400 | +17.2% | 0.07% | +2.9% |
| Q3 2018 | $3,766,000 | +7.5% | 17,400 | -4.4% | 0.07% | +1.4% |
| Q2 2018 | $3,503,000 | -2.8% | 18,200 | 0.0% | 0.07% | -9.2% |
| Q1 2018 | $3,603,000 | +5.2% | 18,200 | 0.0% | 0.08% | +11.8% |
| Q4 2017 | $3,424,000 | +10.6% | 18,200 | +4.6% | 0.07% | -2.9% |
| Q3 2017 | $3,095,000 | +68.1% | 17,400 | +48.7% | 0.07% | +59.1% |
| Q2 2017 | $1,841,000 | – | 11,700 | – | 0.04% | – |
Download | ||||||
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% |