ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,173,629 | +132.0% | 39,385 | +111.5% | 0.01% | +57.1% |
| Q2 2023 | $1,799,154 | -54.9% | 18,619 | -46.3% | 0.01% | -58.8% |
| Q1 2023 | $3,988,328 | +388.4% | 34,657 | +374.7% | 0.02% | +325.0% |
| Q4 2022 | $816,690 | +66.7% | 7,301 | +35.8% | 0.00% | +33.3% |
| Q3 2022 | $490,000 | -93.9% | 5,376 | -92.5% | 0.00% | -95.6% |
| Q1 2022 | $7,980,000 | +9179.1% | 72,030 | +8557.5% | 0.07% | +6700.0% |
| Q4 2021 | $86,000 | -77.9% | 832 | -76.6% | 0.00% | -75.0% |
| Q2 2021 | $390,000 | -73.5% | 3,557 | -77.1% | 0.00% | -81.0% |
| Q4 2020 | $1,471,000 | -26.4% | 15,531 | +28.0% | 0.02% | -27.6% |
| Q2 2020 | $1,999,000 | +52.6% | 12,134 | +33.2% | 0.03% | -46.3% |
| Q1 2020 | $1,310,000 | -66.2% | 9,108 | -47.8% | 0.05% | -55.7% |
| Q4 2019 | $3,877,000 | – | 17,457 | – | 0.12% | – |
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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% |