ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,050 | +20.8% | 2,303 | +25.9% | 0.03% | +61.9% |
| Q1 2022 | $202,000 | -8.2% | 1,829 | +31.6% | 0.02% | -46.2% |
| Q3 2020 | $220,000 | -8.7% | 1,390 | -5.1% | 0.04% | -17.0% |
| Q2 2020 | $241,000 | -28.3% | 1,465 | -37.3% | 0.05% | -39.7% |
| Q1 2020 | $336,000 | -89.6% | 2,337 | -84.0% | 0.08% | -86.6% |
| Q4 2019 | $3,243,000 | +0.5% | 14,605 | +1.7% | 0.58% | -12.4% |
| Q3 2019 | $3,227,000 | +1.9% | 14,361 | -2.9% | 0.66% | -8.6% |
| Q2 2019 | $3,167,000 | -5.3% | 14,785 | -11.8% | 0.72% | -13.2% |
| Q1 2019 | $3,346,000 | +17.4% | 16,764 | +1.7% | 0.83% | +0.1% |
| Q4 2018 | $2,850,000 | -23.3% | 16,486 | -3.9% | 0.83% | -13.0% |
| Q3 2018 | $3,714,000 | -36.0% | 17,158 | -43.1% | 0.96% | -40.9% |
| Q2 2018 | $5,804,000 | -11.3% | 30,155 | -8.7% | 1.62% | -1.2% |
| Q1 2018 | $6,540,000 | +146.2% | 33,038 | +134.0% | 1.64% | +144.6% |
| Q4 2017 | $2,656,000 | +67.8% | 14,121 | +58.8% | 0.67% | +27.8% |
| Q3 2017 | $1,583,000 | +2.7% | 8,892 | -9.2% | 0.52% | +8.0% |
| Q2 2017 | $1,541,000 | +112.6% | 9,791 | +100.8% | 0.49% | +72.3% |
| Q1 2017 | $725,000 | +128.0% | 4,877 | +115.1% | 0.28% | +86.8% |
| Q4 2016 | $318,000 | – | 2,267 | – | 0.15% | – |
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% |