ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,507,588 | -5.3% | 14,227 | +4.3% | 0.25% | -5.0% |
| Q2 2023 | $1,591,910 | +22.0% | 13,645 | +20.4% | 0.26% | +7.5% |
| Q1 2023 | $1,304,707 | +165.7% | 11,337 | +110.7% | 0.24% | +127.4% |
| Q3 2022 | $491,000 | -25.8% | 5,380 | -19.4% | 0.11% | -26.9% |
| Q2 2022 | $662,000 | +9.8% | 6,679 | +22.7% | 0.14% | +29.5% |
| Q1 2022 | $603,000 | +27.2% | 5,442 | +18.0% | 0.11% | +28.7% |
| Q4 2021 | $474,000 | +8.5% | 4,612 | +10.1% | 0.09% | +1.2% |
| Q3 2021 | $437,000 | +12.3% | 4,190 | +18.1% | 0.09% | +8.9% |
| Q2 2021 | $389,000 | +37.0% | 3,549 | +30.0% | 0.08% | +17.9% |
| Q1 2021 | $284,000 | – | 2,731 | – | 0.07% | – |
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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% |