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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $25,000 | -3.8% | 241 | +0.4% | 0.01% | -12.5% |
| Q2 2021 | $26,000 | 0.0% | 240 | -4.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 250 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $24,000 | +380.0% | 250 | +733.3% | 0.01% | +200.0% |
| Q3 2020 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 30 | +3.4% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -42.9% | 29 | -3.3% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 30 | +3.4% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | +16.7% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -82.1% | 29 | -77.5% | 0.00% | -80.0% |
| Q3 2018 | $28,000 | +366.7% | 129 | +344.8% | 0.02% | +400.0% |
| Q2 2018 | $6,000 | 0.0% | 29 | 0.0% | 0.00% | -57.1% |
| Q1 2018 | $6,000 | – | 29 | – | 0.01% | – |
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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% |