ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $565,000 | +2.2% | 2,547 | +3.5% | 0.15% | -12.7% |
| Q3 2019 | $553,000 | +5.9% | 2,462 | +0.0% | 0.17% | +1.8% |
| Q2 2019 | $522,000 | +6.3% | 2,461 | -0.0% | 0.17% | +3.7% |
| Q1 2019 | $491,000 | +12.9% | 2,462 | -2.2% | 0.16% | -9.4% |
| Q4 2018 | $435,000 | -46.2% | 2,517 | -32.6% | 0.18% | -30.9% |
| Q3 2018 | $808,000 | +114.9% | 3,737 | +91.3% | 0.26% | +91.2% |
| Q2 2018 | $376,000 | -2.6% | 1,953 | +0.1% | 0.14% | -12.7% |
| Q1 2018 | $386,000 | -4.5% | 1,952 | -9.3% | 0.16% | -8.7% |
| Q4 2017 | $404,000 | +13.5% | 2,151 | +7.2% | 0.17% | +1.8% |
| Q3 2017 | $356,000 | +8.9% | 2,007 | 0.0% | 0.17% | +5.0% |
| Q2 2017 | $327,000 | +34.0% | 2,007 | +25.8% | 0.16% | +18.4% |
| Q1 2017 | $244,000 | – | 1,596 | – | 0.14% | – |
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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% |