ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |