ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $749,863 | +20.3% | 5,679 | +20.2% | 0.59% | +16.6% |
| Q1 2024 | $623,105 | +3.8% | 4,723 | -0.4% | 0.51% | +1.0% |
| Q4 2023 | $600,464 | +24.2% | 4,743 | +4.0% | 0.50% | +12.6% |
| Q3 2023 | $483,329 | -10.9% | 4,561 | -1.9% | 0.45% | -5.3% |
| Q2 2023 | $542,632 | +1.9% | 4,651 | +0.5% | 0.47% | +6.1% |
| Q1 2023 | $532,360 | +2.4% | 4,626 | -0.4% | 0.44% | +4.2% |
| Q4 2022 | $519,702 | +24.0% | 4,646 | +1.0% | 0.43% | +43.4% |
| Q3 2022 | $419,000 | -19.3% | 4,601 | -1.8% | 0.30% | +4.9% |
| Q1 2022 | $519,000 | +6.6% | 4,686 | -1.3% | 0.28% | +10.1% |
| Q4 2021 | $487,000 | -6.7% | 4,746 | -5.4% | 0.26% | -12.0% |
| Q3 2021 | $522,000 | -10.3% | 5,015 | -5.6% | 0.29% | -8.8% |
| Q2 2021 | $582,000 | +1.7% | 5,315 | -3.3% | 0.32% | -4.2% |
| Q1 2021 | $572,000 | +1.6% | 5,495 | -7.6% | 0.33% | -4.8% |
| Q4 2020 | $563,000 | +12.6% | 5,945 | +88.1% | 0.35% | -1.4% |
| Q3 2020 | $500,000 | -15.1% | 3,160 | -11.7% | 0.36% | -26.0% |
| Q2 2020 | $589,000 | +15.0% | 3,580 | +0.4% | 0.48% | -10.6% |
| Q1 2020 | $512,000 | -34.9% | 3,565 | +0.5% | 0.54% | -18.1% |
| Q4 2019 | $787,000 | – | 3,547 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |