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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $220,395 | +2.5% | 1,915 | -0.4% | 0.04% | -4.3% |
| Q4 2022 | $215,042 | -21.8% | 1,922 | -30.6% | 0.05% | -33.8% |
| Q2 2022 | $275,000 | -9.8% | 2,770 | +0.8% | 0.07% | 0.0% |
| Q1 2022 | $305,000 | +21.5% | 2,749 | +12.4% | 0.07% | +22.4% |
| Q4 2021 | $251,000 | -1.6% | 2,446 | +0.0% | 0.06% | -14.7% |
| Q3 2021 | $255,000 | -7.6% | 2,445 | -3.1% | 0.07% | -8.1% |
| Q2 2021 | $276,000 | +4.9% | 2,523 | +0.0% | 0.07% | -6.3% |
| Q1 2021 | $263,000 | -5.4% | 2,522 | -14.2% | 0.08% | -13.2% |
| Q4 2020 | $278,000 | +9.4% | 2,939 | +74.6% | 0.09% | -5.2% |
| Q3 2020 | $254,000 | -31.0% | 1,683 | -24.6% | 0.10% | -35.6% |
| Q2 2020 | $368,000 | +1.7% | 2,233 | -6.7% | 0.15% | -6.3% |
| Q1 2020 | $362,000 | -35.8% | 2,393 | -5.8% | 0.16% | -23.2% |
| Q4 2019 | $564,000 | +0.5% | 2,539 | +1.7% | 0.21% | -52.6% |
| Q3 2019 | $561,000 | +11.3% | 2,496 | +6.0% | 0.44% | +7.6% |
| Q2 2019 | $504,000 | +4.8% | 2,355 | -2.3% | 0.41% | -0.7% |
| Q1 2019 | $481,000 | +17.9% | 2,410 | +2.1% | 0.41% | +3.8% |
| Q4 2018 | $408,000 | – | 2,360 | – | 0.39% | – |
Download | ||||||
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% |