ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,163 | +0.1% | 1,936 | +10.2% | 0.03% | 0.0% |
| Q2 2023 | $204,995 | -2.4% | 1,757 | -7.4% | 0.03% | -3.4% |
| Q1 2022 | $210,000 | +4.5% | 1,898 | -1.8% | 0.03% | -3.3% |
| Q3 2021 | $201,000 | -5.2% | 1,932 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $212,000 | +5.5% | 1,932 | +0.1% | 0.03% | -5.9% |
| Q1 2021 | $201,000 | -4.3% | 1,930 | +113.0% | 0.03% | -45.2% |
| Q4 2019 | $210,000 | -32.9% | 906 | -37.4% | 0.06% | -29.5% |
| Q3 2018 | $313,000 | +16.8% | 1,447 | +3.8% | 0.09% | +6.0% |
| Q2 2018 | $268,000 | +644.4% | 1,394 | +355.6% | 0.08% | +361.1% |
| Q4 2015 | $36,000 | – | 306 | – | 0.02% | – |
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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% |