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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $217,000 | -71.9% | 1,233 | -65.3% | 0.29% | -68.7% |
| Q3 2018 | $773,000 | -19.3% | 3,558 | -28.1% | 0.92% | +12.4% |
| Q2 2018 | $958,000 | -5.3% | 4,950 | -4.2% | 0.82% | -6.6% |
| Q1 2018 | $1,012,000 | -22.1% | 5,166 | -22.9% | 0.88% | -19.7% |
| Q4 2017 | $1,299,000 | -28.7% | 6,698 | -33.0% | 1.09% | -28.1% |
| Q3 2017 | $1,822,000 | -54.0% | 9,994 | -59.6% | 1.52% | -55.6% |
| Q2 2017 | $3,961,000 | +30.0% | 24,740 | +19.6% | 3.41% | +23.2% |
| Q1 2017 | $3,047,000 | +113.1% | 20,682 | +105.6% | 2.77% | +109.5% |
| Q4 2016 | $1,430,000 | – | 10,060 | – | 1.32% | – |
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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% |