ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,363 | -9.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $25,668 | +1.4% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,318 | +2.9% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $24,609 | +23.0% | 220 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -9.1% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -8.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | +4.3% | 220 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $23,000 | 0.0% | 220 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $23,000 | -4.2% | 220 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 220 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $23,000 | +9.5% | 220 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $21,000 | +23.5% | 220 | +100.0% | 0.01% | +20.0% |
| Q3 2020 | $17,000 | -19.0% | 110 | -15.4% | 0.01% | -28.6% |
| Q2 2020 | $21,000 | +10.5% | 130 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $19,000 | -40.6% | 130 | -10.3% | 0.01% | -55.6% |
| Q4 2019 | $32,000 | +28.0% | 145 | +31.8% | 0.02% | +20.0% |
| Q3 2019 | $25,000 | +4.2% | 110 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $24,000 | +9.1% | 110 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $22,000 | +15.8% | 110 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | – | 110 | – | 0.01% | – |
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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% |