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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $760,000 | -6.4% | 3,423 | -7.1% | 5.89% | +255.0% |
| Q3 2019 | $812,000 | +7.8% | 3,686 | -2.0% | 1.66% | +172.0% |
| Q1 2019 | $753,000 | +13.6% | 3,761 | -2.0% | 0.61% | -7.2% |
| Q4 2018 | $663,000 | -25.9% | 3,836 | -7.4% | 0.66% | -14.5% |
| Q3 2018 | $895,000 | +6.0% | 4,143 | -5.0% | 0.77% | -14.3% |
| Q2 2018 | $844,000 | -2.9% | 4,362 | -0.4% | 0.90% | +6.8% |
| Q1 2018 | $869,000 | -8.4% | 4,378 | -10.8% | 0.84% | -2.1% |
| Q4 2017 | $949,000 | – | 4,907 | – | 0.86% | – |
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% |