ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,896 | -9.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,501 | +1.4% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,262 | +2.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,779 | +19.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -11.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | +13.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -42.9% | 150 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +133.3% | 300 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 75 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $12,000 | +9.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | – | 75 | – | 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% |