ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,772 | -22.4% | 2,602 | -14.6% | 0.02% | -20.8% |
| Q2 2023 | $355,424 | -5.6% | 3,046 | -6.9% | 0.02% | -7.7% |
| Q1 2023 | $376,424 | -8.1% | 3,271 | -10.6% | 0.03% | -10.3% |
| Q4 2022 | $409,398 | +43.6% | 3,660 | +17.0% | 0.03% | +31.8% |
| Q3 2022 | $285,000 | -9.5% | 3,129 | -1.4% | 0.02% | -4.3% |
| Q2 2022 | $315,000 | -21.2% | 3,175 | -12.0% | 0.02% | -8.0% |
| Q1 2022 | $400,000 | +27.0% | 3,606 | +17.6% | 0.02% | +31.6% |
| Q4 2021 | $315,000 | +10.1% | 3,067 | +11.5% | 0.02% | +5.6% |
| Q3 2021 | $286,000 | -5.0% | 2,750 | +0.0% | 0.02% | -14.3% |
| Q2 2021 | $301,000 | +5.2% | 2,749 | +0.0% | 0.02% | -4.5% |
| Q1 2021 | $286,000 | +5.9% | 2,748 | -3.5% | 0.02% | -4.3% |
| Q4 2020 | $270,000 | +19.5% | 2,847 | +100.1% | 0.02% | +9.5% |
| Q3 2020 | $226,000 | -3.8% | 1,423 | 0.0% | 0.02% | -16.0% |
| Q2 2020 | $235,000 | +11.9% | 1,423 | -1.9% | 0.02% | -19.4% |
| Q1 2020 | $210,000 | -34.6% | 1,451 | +0.1% | 0.03% | -3.1% |
| Q4 2019 | $321,000 | +5.9% | 1,449 | +7.4% | 0.03% | -3.0% |
| Q3 2019 | $303,000 | -9.0% | 1,349 | -12.9% | 0.03% | -21.4% |
| Q2 2019 | $333,000 | +14.8% | 1,548 | +6.9% | 0.04% | +7.7% |
| Q1 2019 | $290,000 | +23.9% | 1,448 | +7.5% | 0.04% | +5.4% |
| Q4 2018 | $234,000 | -9.3% | 1,347 | +12.6% | 0.04% | +15.6% |
| Q3 2018 | $258,000 | -45.2% | 1,196 | -51.3% | 0.03% | -49.2% |
| Q2 2018 | $471,000 | -46.8% | 2,456 | -45.1% | 0.06% | -46.2% |
| Q1 2018 | $886,000 | +27.5% | 4,477 | +21.0% | 0.12% | +27.2% |
| Q4 2017 | $695,000 | +45.7% | 3,699 | +38.0% | 0.09% | +33.3% |
| Q3 2017 | $477,000 | +99.6% | 2,680 | +75.7% | 0.07% | +72.5% |
| Q2 2017 | $239,000 | +5.8% | 1,525 | 0.0% | 0.04% | +5.3% |
| Q1 2017 | $226,000 | -32.3% | 1,525 | -36.1% | 0.04% | -30.9% |
| Q4 2016 | $334,000 | – | 2,385 | – | 0.06% | – |
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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% |