ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $915,000 | +7.8% | 8,260 | 0.0% | 0.24% | +8.5% |
| Q4 2021 | $849,000 | -1.4% | 8,260 | 0.0% | 0.22% | -5.9% |
| Q3 2021 | $861,000 | -4.9% | 8,260 | 0.0% | 0.24% | -1.7% |
| Q2 2021 | $905,000 | +5.2% | 8,260 | 0.0% | 0.24% | +2.1% |
| Q1 2021 | $860,000 | +10.0% | 8,260 | 0.0% | 0.24% | +2.6% |
| Q4 2020 | $782,000 | +19.6% | 8,260 | +100.0% | 0.23% | +2.7% |
| Q3 2020 | $654,000 | -3.8% | 4,130 | 0.0% | 0.22% | -6.6% |
| Q2 2020 | $680,000 | +12.6% | 4,130 | -1.7% | 0.24% | -19.4% |
| Q1 2020 | $604,000 | -37.6% | 4,200 | +0.0% | 0.30% | -11.8% |
| Q4 2019 | $968,000 | +2.7% | 4,199 | 0.0% | 0.34% | -0.6% |
| Q3 2019 | $943,000 | +4.9% | 4,199 | 0.0% | 0.34% | +10.7% |
| Q2 2019 | $899,000 | +7.3% | 4,199 | +0.0% | 0.31% | +17.6% |
| Q1 2019 | $838,000 | +15.4% | 4,198 | 0.0% | 0.26% | -3.7% |
| Q4 2018 | $726,000 | -20.1% | 4,198 | 0.0% | 0.27% | -11.1% |
| Q3 2018 | $909,000 | +12.5% | 4,198 | 0.0% | 0.31% | -1.3% |
| Q2 2018 | $808,000 | -2.8% | 4,198 | 0.0% | 0.31% | -1.6% |
| Q1 2018 | $831,000 | +5.2% | 4,198 | 0.0% | 0.32% | +7.5% |
| Q4 2017 | $790,000 | +5.8% | 4,198 | +0.0% | 0.29% | +6.2% |
| Q3 2017 | $747,000 | +13.2% | 4,197 | 0.0% | 0.28% | +10.8% |
| Q2 2017 | $660,000 | +7.5% | 4,197 | +1.6% | 0.25% | +9.2% |
| Q1 2017 | $614,000 | -15.7% | 4,130 | -20.3% | 0.23% | -10.6% |
| Q4 2016 | $728,000 | +8.8% | 5,180 | 0.0% | 0.26% | +10.9% |
| Q3 2016 | $669,000 | +3.4% | 5,180 | 0.0% | 0.23% | -8.7% |
| Q2 2016 | $647,000 | +6.9% | 5,180 | 0.0% | 0.25% | +31.2% |
| Q1 2016 | $605,000 | -1.1% | 5,180 | 0.0% | 0.19% | -3.5% |
| Q4 2015 | $612,000 | +8.3% | 5,180 | 0.0% | 0.20% | +9.9% |
| Q3 2015 | $565,000 | -11.9% | 5,180 | 0.0% | 0.18% | -7.7% |
| Q1 2015 | $641,000 | – | 5,180 | – | 0.20% | – |
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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% |