ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $282,000 | +17.5% | 1,300 | +4.5% | 0.09% | +12.5% |
| Q2 2018 | $240,000 | +0.8% | 1,244 | +3.0% | 0.08% | +3.9% |
| Q1 2018 | $238,000 | +3.5% | 1,208 | -1.1% | 0.08% | +20.3% |
| Q4 2017 | $230,000 | +7.0% | 1,221 | +1.2% | 0.06% | +3.2% |
| Q3 2017 | $215,000 | +6.4% | 1,206 | -6.1% | 0.06% | +5.1% |
| Q2 2017 | $202,000 | +35.6% | 1,284 | -7.3% | 0.06% | +68.6% |
| Q2 2014 | $149,000 | -58.7% | 1,385 | -64.7% | 0.04% | -69.6% |
| Q3 2013 | $361,000 | – | 3,928 | – | 0.12% | – |
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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% |