ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 327 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,831,562 | +518.9% | 76,748 | +973.1% | 1.72% | +52.7% |
| Q1 2019 | $1,427,000 | +7.6% | 7,152 | -6.8% | 1.13% | -2.3% |
| Q4 2018 | $1,326,000 | -23.3% | 7,671 | -3.9% | 1.15% | +14.2% |
| Q3 2018 | $1,728,000 | +37.1% | 7,985 | +22.0% | 1.01% | +20.7% |
| Q2 2018 | $1,260,000 | -2.9% | 6,546 | -0.1% | 0.84% | -16.2% |
| Q1 2018 | $1,297,000 | +60.1% | 6,550 | +52.1% | 1.00% | +79.0% |
| Q4 2017 | $810,000 | – | 4,307 | – | 0.56% | – |
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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% |