ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,565 | -16.2% | 5,639 | -7.7% | 0.21% | -13.5% |
| Q2 2023 | $713,087 | -2.7% | 6,112 | -4.0% | 0.24% | -9.0% |
| Q1 2023 | $732,829 | +2.5% | 6,368 | -0.4% | 0.27% | -1.5% |
| Q4 2022 | $714,897 | +3.0% | 6,391 | -16.1% | 0.27% | -6.8% |
| Q3 2022 | $694,000 | -20.8% | 7,614 | -13.8% | 0.29% | -14.9% |
| Q2 2022 | $876,000 | +44.8% | 8,835 | +61.7% | 0.34% | +65.7% |
| Q1 2022 | $605,000 | +112.3% | 5,464 | +231.0% | 0.21% | +47.9% |
| Q4 2018 | $285,000 | +5600.0% | 1,651 | +6779.2% | 0.14% | +6900.0% |
| Q3 2018 | $5,000 | – | 24 | – | 0.00% | – |
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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% |