ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,126 | -91.0% | 3,946 | -90.1% | 0.03% | -90.5% |
| Q2 2023 | $4,635,031 | +0.3% | 39,728 | -1.0% | 0.28% | -5.4% |
| Q1 2023 | $4,619,090 | +1096.0% | 40,138 | +1062.4% | 0.30% | +1007.4% |
| Q4 2022 | $386,207 | +144007.1% | 3,453 | +17.3% | 0.03% | +28.6% |
| Q3 2022 | $268 | -3.9% | 2,943 | +4.5% | 0.02% | -4.5% |
| Q2 2022 | $279 | -15.5% | 2,815 | -5.5% | 0.02% | 0.0% |
| Q1 2022 | $330 | +48.0% | 2,979 | +26.4% | 0.02% | -50.0% |
| Q4 2020 | $223 | -99.9% | 2,356 | +86.7% | 0.04% | -17.0% |
| Q2 2020 | $208,000 | -41.9% | 1,262 | -49.3% | 0.05% | -42.4% |
| Q1 2020 | $358,000 | -16.6% | 2,488 | +28.9% | 0.09% | -12.4% |
| Q4 2019 | $429,000 | -15.6% | 1,930 | -14.6% | 0.10% | -18.6% |
| Q3 2019 | $508,000 | +34.7% | 2,260 | +19.6% | 0.13% | -6.5% |
| Q1 2019 | $377,000 | +2.7% | 1,890 | -10.8% | 0.14% | -35.5% |
| Q4 2018 | $367,000 | – | 2,120 | – | 0.21% | – |
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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% |