ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $155,798 | +16.7% | 1,335 | +15.1% | 0.02% | 0.0% |
| Q1 2023 | $133,530 | -11.2% | 1,160 | -13.7% | 0.02% | -19.4% |
| Q4 2022 | $150,346 | +23.2% | 1,344 | +0.1% | 0.03% | +10.7% |
| Q3 2022 | $122,000 | -8.3% | 1,343 | +0.1% | 0.03% | -3.4% |
| Q2 2022 | $133,000 | -22.7% | 1,341 | -13.6% | 0.03% | -9.4% |
| Q1 2022 | $172,000 | +8.2% | 1,552 | +0.1% | 0.03% | +3.2% |
| Q4 2021 | $159,000 | -0.6% | 1,551 | +1.4% | 0.03% | -13.9% |
| Q3 2021 | $160,000 | -3.0% | 1,530 | +1.4% | 0.04% | -5.3% |
| Q2 2021 | $165,000 | +5.1% | 1,509 | +0.1% | 0.04% | -7.3% |
| Q1 2021 | $157,000 | +12.1% | 1,508 | +2.2% | 0.04% | +2.5% |
| Q4 2020 | $140,000 | +11.1% | 1,476 | +85.2% | 0.04% | 0.0% |
| Q3 2020 | $126,000 | -13.1% | 797 | -9.4% | 0.04% | -21.6% |
| Q2 2020 | $145,000 | +64.8% | 880 | +122.2% | 0.05% | +64.5% |
| Q1 2020 | $88,000 | 0.0% | 396 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $88,000 | +266.7% | 396 | +277.1% | 0.03% | +244.4% |
| Q3 2019 | $24,000 | +140.0% | 105 | +133.3% | 0.01% | +125.0% |
| Q2 2019 | $10,000 | +11.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | -10.0% | 45 | -52.1% | 0.00% | -42.9% |
| Q3 2014 | $10,000 | – | 94 | – | 0.01% | – |
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% |