ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,080,000 | -19.6% | 12,629 | -29.7% | 0.69% | -32.7% |
| Q1 2020 | $2,586,000 | -36.3% | 17,974 | -1.6% | 1.02% | -21.2% |
| Q4 2019 | $4,057,000 | -2.1% | 18,268 | -1.0% | 1.30% | -9.9% |
| Q3 2019 | $4,146,000 | +7.2% | 18,452 | +2.2% | 1.44% | +0.1% |
| Q2 2019 | $3,868,000 | +8.5% | 18,057 | +1.1% | 1.44% | -3.9% |
| Q1 2019 | $3,564,000 | +24.2% | 17,858 | +7.6% | 1.50% | +0.5% |
| Q4 2018 | $2,870,000 | -19.9% | 16,601 | +0.3% | 1.49% | -10.1% |
| Q3 2018 | $3,581,000 | +19.6% | 16,546 | +6.4% | 1.66% | -0.5% |
| Q2 2018 | $2,993,000 | +3.1% | 15,548 | +6.0% | 1.66% | -3.3% |
| Q1 2018 | $2,902,000 | +17.6% | 14,662 | +11.7% | 1.72% | -3.0% |
| Q4 2017 | $2,468,000 | – | 13,122 | – | 1.77% | – |
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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% |