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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $66 | -63.3% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $180 | +2.9% | 1 | -50.0% | 0.00% | – |
| Q4 2022 | $175 | -82.5% | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -94.4% | 2 | -98.9% | 0.00% | -100.0% |
| Q2 2022 | $18,000 | -10.0% | 177 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | +11.1% | 176 | -0.6% | 0.01% | +25.0% |
| Q4 2021 | $18,000 | -37.9% | 177 | -36.1% | 0.00% | -50.0% |
| Q3 2021 | $29,000 | -54.0% | 277 | -52.2% | 0.01% | -52.9% |
| Q2 2021 | $63,000 | -35.1% | 579 | -27.6% | 0.02% | -41.4% |
| Q1 2021 | $97,000 | +2325.0% | 800 | +3100.0% | 0.03% | +1350.0% |
| Q1 2020 | $4,000 | – | 25 | – | 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% |