ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407 | -22.8% | 3,837 | -15.1% | 0.03% | +17.2% |
| Q2 2023 | $527 | +27.6% | 4,520 | +22.5% | 0.03% | +61.1% |
| Q1 2023 | $413 | 0.0% | 3,690 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $413 | -99.9% | 3,690 | +10.0% | 0.02% | +28.6% |
| Q3 2022 | $306,000 | +33.0% | 3,355 | +212.7% | 0.01% | +55.6% |
| Q2 2019 | $230,000 | -5.3% | 1,073 | -12.0% | 0.01% | -10.0% |
| Q1 2019 | $243,000 | -41.2% | 1,219 | -36.1% | 0.01% | -33.3% |
| Q3 2018 | $413,000 | -6.6% | 1,908 | -14.5% | 0.02% | +15.4% |
| Q1 2018 | $442,000 | +30.8% | 2,232 | +24.3% | 0.01% | +44.4% |
| Q4 2017 | $338,000 | +6.6% | 1,796 | +0.7% | 0.01% | 0.0% |
| Q3 2017 | $317,000 | -0.9% | 1,783 | -12.4% | 0.01% | 0.0% |
| Q2 2017 | $320,000 | -60.1% | 2,036 | -62.2% | 0.01% | -64.0% |
| Q1 2017 | $802,000 | – | 5,390 | – | 0.02% | – |
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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% |