ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 325 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.13 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $220,939 | +5.2% | 1,745 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $210,050 | -2.3% | 1,800 | -14.0% | 0.01% | -14.3% |
| Q4 2021 | $215,000 | -13.3% | 2,092 | -12.2% | 0.01% | -12.5% |
| Q3 2021 | $248,000 | -5.0% | 2,382 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $261,000 | +1.2% | 2,382 | -3.7% | 0.01% | -10.0% |
| Q1 2021 | $258,000 | +10.3% | 2,474 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $234,000 | +14.1% | 2,474 | +98.4% | 0.01% | -9.1% |
| Q2 2020 | $205,000 | -27.3% | 1,247 | -1.8% | 0.01% | -21.4% |
| Q4 2019 | $282,000 | -2.1% | 1,270 | -0.9% | 0.01% | -6.7% |
| Q3 2019 | $288,000 | -3.4% | 1,282 | -7.9% | 0.02% | -6.2% |
| Q2 2019 | $298,000 | +10.8% | 1,392 | +3.4% | 0.02% | 0.0% |
| Q1 2019 | $269,000 | +7.6% | 1,346 | -6.9% | 0.02% | -5.9% |
| Q4 2018 | $250,000 | -24.5% | 1,445 | -5.4% | 0.02% | -15.0% |
| Q3 2018 | $331,000 | +4.4% | 1,528 | -7.2% | 0.02% | 0.0% |
| Q2 2018 | $317,000 | -5.7% | 1,647 | -2.9% | 0.02% | -9.1% |
| Q1 2018 | $336,000 | +17.9% | 1,697 | +12.0% | 0.02% | +15.8% |
| Q4 2017 | $285,000 | +7.5% | 1,515 | +1.6% | 0.02% | +5.6% |
| Q3 2017 | $265,000 | – | 1,491 | – | 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% |