ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,162,099 | -13.3% | 20,403 | -4.5% | 0.31% | -8.9% |
| Q2 2023 | $2,492,857 | +0.6% | 21,367 | -0.8% | 0.34% | -7.4% |
| Q1 2023 | $2,478,730 | +1.9% | 21,539 | -1.0% | 0.36% | -5.5% |
| Q4 2022 | $2,432,386 | +31.5% | 21,748 | +7.2% | 0.38% | +25.9% |
| Q3 2022 | $1,850,000 | -5.4% | 20,291 | +2.9% | 0.30% | +21.0% |
| Q2 2022 | $1,955,000 | -8.3% | 19,716 | +2.4% | 0.25% | -19.2% |
| Q1 2022 | $2,133,000 | +10.0% | 19,254 | +2.0% | 0.31% | +13.9% |
| Q4 2021 | $1,939,000 | -1.5% | 18,869 | -0.1% | 0.27% | -9.6% |
| Q3 2021 | $1,969,000 | -2.7% | 18,887 | +2.2% | 0.30% | -7.3% |
| Q2 2021 | $2,024,000 | +9.2% | 18,475 | +3.8% | 0.33% | -0.9% |
| Q1 2021 | $1,853,000 | +7.5% | 17,795 | -2.2% | 0.33% | -6.5% |
| Q4 2020 | $1,724,000 | – | 18,203 | – | 0.35% | – |
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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% |