ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,458,000 | -33.2% | 24,039 | +3.1% | 3.62% | -27.9% |
| Q4 2019 | $5,176,000 | +1.3% | 23,309 | +2.5% | 5.02% | -14.1% |
| Q3 2019 | $5,109,000 | +8.3% | 22,735 | +3.2% | 5.85% | +24.2% |
| Q2 2019 | $4,717,000 | +10.2% | 22,020 | +2.6% | 4.71% | +8.7% |
| Q1 2019 | $4,282,000 | +13.0% | 21,453 | -2.2% | 4.33% | +3.3% |
| Q4 2018 | $3,790,000 | -19.3% | 21,926 | +1.0% | 4.19% | +4.1% |
| Q3 2018 | $4,697,000 | +14.6% | 21,704 | +1.9% | 4.03% | +6.0% |
| Q2 2018 | $4,098,000 | – | 21,293 | – | 3.80% | – |
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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% |