ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 353 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,267,034 | +5.4% | 9,629 | +4.2% | 0.32% | -3.7% |
| Q1 2024 | $1,202,558 | +8.1% | 9,243 | +2.7% | 0.33% | -2.7% |
| Q4 2023 | $1,112,269 | +92.3% | 9,003 | +61.8% | 0.34% | +73.7% |
| Q3 2023 | $578,428 | -9.2% | 5,564 | +1.9% | 0.19% | -11.0% |
| Q2 2023 | $637,254 | +11.7% | 5,459 | +7.6% | 0.22% | +6.9% |
| Q1 2023 | $570,371 | -6.9% | 5,073 | -5.9% | 0.20% | -25.5% |
| Q4 2022 | $612,747 | +123.6% | 5,392 | +350.5% | 0.27% | -3.9% |
| Q3 2019 | $274,000 | -8.7% | 1,197 | -17.6% | 0.28% | -14.4% |
| Q2 2019 | $300,000 | -30.4% | 1,452 | -32.7% | 0.33% | -51.4% |
| Q3 2018 | $431,000 | -14.3% | 2,159 | -17.4% | 0.68% | -0.1% |
| Q2 2018 | $503,000 | +82.2% | 2,613 | +87.3% | 0.69% | +50.1% |
| Q1 2018 | $276,000 | +24.9% | 1,395 | +18.7% | 0.46% | +6.3% |
| Q4 2017 | $221,000 | – | 1,175 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |