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 | $626,196 | +70.9% | 5,909 | +85.6% | 0.05% | +55.9% |
| Q1 2023 | $366,447 | -1.8% | 3,184 | -19.4% | 0.03% | -34.6% |
| Q4 2020 | $373,000 | -50.7% | 3,948 | -17.4% | 0.05% | -57.7% |
| Q3 2020 | $757,000 | -36.9% | 4,779 | -34.4% | 0.12% | -43.1% |
| Q2 2020 | $1,199,000 | +2.4% | 7,284 | -10.5% | 0.22% | -17.2% |
| Q1 2020 | $1,171,000 | -39.6% | 8,140 | -6.7% | 0.26% | -26.3% |
| Q4 2019 | $1,938,000 | +0.8% | 8,727 | +2.0% | 0.35% | -5.1% |
| Q3 2019 | $1,923,000 | +0.7% | 8,560 | -4.0% | 0.37% | +10.0% |
| Q2 2019 | $1,909,000 | -0.8% | 8,914 | -7.6% | 0.34% | -7.9% |
| Q1 2019 | $1,924,000 | +26.2% | 9,644 | +9.4% | 0.37% | +2.5% |
| Q4 2018 | $1,524,000 | -18.5% | 8,818 | +2.0% | 0.36% | +2.0% |
| Q3 2018 | $1,871,000 | +11.2% | 8,649 | -1.1% | 0.35% | +1.7% |
| Q2 2018 | $1,683,000 | +7.3% | 8,744 | +10.3% | 0.35% | -0.9% |
| Q1 2018 | $1,569,000 | +6.9% | 7,929 | +1.6% | 0.35% | +5.4% |
| Q4 2017 | $1,468,000 | – | 7,806 | – | 0.33% | – |
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% |