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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $218,000 | -0.9% | 982 | +0.1% | 0.08% | -8.4% |
| Q3 2019 | $220,000 | -2.7% | 981 | -7.1% | 0.08% | -3.5% |
| Q2 2019 | $226,000 | -1.7% | 1,056 | -8.3% | 0.09% | -3.4% |
| Q1 2019 | $230,000 | +2.7% | 1,152 | -10.9% | 0.09% | -9.2% |
| Q4 2018 | $224,000 | -22.8% | 1,293 | -3.6% | 0.10% | -7.5% |
| Q3 2018 | $290,000 | +8.2% | 1,341 | -3.9% | 0.11% | -1.9% |
| Q2 2018 | $268,000 | -9.5% | 1,395 | -6.7% | 0.11% | -12.2% |
| Q1 2018 | $296,000 | +20.8% | 1,495 | -21.3% | 0.12% | -10.2% |
| Q3 2016 | $245,000 | -2.0% | 1,900 | -5.0% | 0.14% | -4.9% |
| Q2 2016 | $250,000 | -2.7% | 2,000 | -9.1% | 0.14% | -1.4% |
| Q1 2016 | $257,000 | -99.9% | 2,200 | 0.0% | 0.15% | -14.1% |
| Q4 2015 | $260,084,000 | +108268.3% | 2,200 | 0.0% | 0.17% | +2.4% |
| Q3 2015 | $240,000 | -8.4% | 2,200 | 0.0% | 0.17% | -0.6% |
| Q2 2015 | $262,000 | +4.0% | 2,200 | 0.0% | 0.17% | +1.8% |
| Q4 2014 | $252,000 | +6.3% | 2,200 | 0.0% | 0.16% | +5.1% |
| Q3 2014 | $237,000 | – | 2,200 | – | 0.16% | – |
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% |