ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 304 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 27.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,196 | -58.4% | 5,192 | -54.2% | 0.04% | -65.3% |
| Q2 2023 | $1,321,936 | +7.7% | 11,331 | +6.3% | 0.12% | +55.1% |
| Q1 2023 | $1,227,018 | +383.2% | 10,662 | +369.7% | 0.08% | +212.0% |
| Q4 2022 | $253,922 | -14.5% | 2,270 | 0.0% | 0.02% | +108.3% |
| Q3 2022 | $297,000 | +38.8% | 2,270 | +5.3% | 0.01% | -60.0% |
| Q2 2022 | $214,000 | +2957.1% | 2,156 | +6241.2% | 0.03% | +900.0% |
| Q1 2018 | $7,000 | +16.7% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 34 | – | 0.00% | – |
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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% |