ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,917 | -15.2% | 2,061 | -6.8% | 0.04% | -14.0% |
| Q2 2023 | $258,012 | -10.5% | 2,211 | -11.8% | 0.05% | -16.7% |
| Q1 2023 | $288,383 | +11.9% | 2,506 | +8.8% | 0.06% | +1.7% |
| Q4 2022 | $257,758 | +28.2% | 2,304 | +4.3% | 0.06% | +22.9% |
| Q3 2022 | $201,000 | -7.8% | 2,209 | +12.1% | 0.05% | +6.7% |
| Q1 2022 | $218,000 | -33.5% | 1,970 | -34.2% | 0.04% | -40.0% |
| Q2 2021 | $328,000 | +13.5% | 2,994 | +7.5% | 0.08% | +7.1% |
| Q1 2021 | $289,000 | +5.9% | 2,786 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $273,000 | +21.3% | 2,786 | +96.5% | 0.07% | -10.4% |
| Q3 2020 | $225,000 | -7.0% | 1,418 | 0.0% | 0.08% | -9.4% |
| Q2 2020 | $242,000 | +14.7% | 1,418 | -3.3% | 0.08% | -13.3% |
| Q1 2020 | $211,000 | -35.3% | 1,467 | +0.1% | 0.10% | -22.8% |
| Q4 2019 | $326,000 | -6.6% | 1,466 | -5.5% | 0.13% | -15.3% |
| Q3 2019 | $349,000 | +12.9% | 1,551 | +6.2% | 0.15% | +10.3% |
| Q2 2019 | $309,000 | -15.6% | 1,460 | -20.4% | 0.14% | -18.6% |
| Q1 2019 | $366,000 | -69.7% | 1,835 | -69.0% | 0.17% | -69.2% |
| Q4 2018 | $1,208,000 | – | 5,920 | – | 0.54% | – |
Download | ||||||
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% |