ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $145 | -31.3% | 1,100 | -31.2% | 0.01% | 0.0% |
| Q1 2024 | $211 | +38.8% | 1,600 | +33.3% | 0.01% | +50.0% |
| Q4 2023 | $152 | -4.4% | 1,200 | -20.0% | 0.00% | -20.0% |
| Q3 2023 | $159 | -9.1% | 1,500 | 0.0% | 0.01% | -37.5% |
| Q2 2023 | $175 | -36.6% | 1,500 | -37.5% | 0.01% | -33.3% |
| Q1 2023 | $276 | +124.4% | 2,400 | +118.2% | 0.01% | +100.0% |
| Q4 2022 | $123 | – | 1,100 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |