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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,590 | -40.7% | 15 | -34.8% | 0.00% | – |
| Q2 2023 | $2,683 | +1.4% | 23 | 0.0% | 0.00% | – |
| Q1 2023 | $2,647 | +2.9% | 23 | 0.0% | 0.00% | – |
| Q4 2022 | $2,573 | -63.2% | 23 | -69.7% | 0.00% | -100.0% |
| Q3 2022 | $7,000 | -12.5% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -61.9% | 76 | -40.2% | 0.00% | -75.0% |
| Q2 2020 | $21,000 | +16.7% | 127 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -91.7% | 127 | -87.1% | 0.00% | -91.3% |
| Q4 2019 | $218,000 | -1.4% | 982 | 0.0% | 0.05% | -6.1% |
| Q3 2019 | $221,000 | +20.8% | 982 | +14.9% | 0.05% | +22.5% |
| Q2 2019 | $183,000 | +7.0% | 855 | 0.0% | 0.04% | +11.1% |
| Q1 2019 | $171,000 | +15.5% | 855 | 0.0% | 0.04% | +9.1% |
| Q4 2018 | $148,000 | -35.9% | 855 | -19.9% | 0.03% | -28.3% |
| Q3 2018 | $231,000 | +12.1% | 1,068 | 0.0% | 0.05% | +7.0% |
| Q2 2018 | $206,000 | -10.8% | 1,068 | -8.6% | 0.04% | -12.2% |
| Q1 2018 | $231,000 | +14.9% | 1,168 | +9.4% | 0.05% | +28.9% |
| Q4 2017 | $201,000 | – | 1,068 | – | 0.04% | – |
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% |