ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 544 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,906 | -9.2% | 3,274 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $381,934 | -7.5% | 3,274 | -8.7% | 0.06% | -14.9% |
| Q1 2023 | $412,780 | +16.5% | 3,587 | +13.2% | 0.07% | +6.3% |
| Q4 2022 | $354,429 | +26.6% | 3,169 | +3.3% | 0.06% | +14.5% |
| Q3 2022 | $280,000 | -7.9% | 3,068 | 0.0% | 0.06% | -5.2% |
| Q2 2022 | $304,000 | +20.6% | 3,068 | +34.6% | 0.06% | +11.5% |
| Q1 2022 | $252,000 | +7.7% | 2,279 | 0.0% | 0.05% | +10.6% |
| Q4 2021 | $234,000 | +7.8% | 2,279 | +9.7% | 0.05% | -4.1% |
| Q3 2021 | $217,000 | -4.8% | 2,078 | 0.0% | 0.05% | -9.3% |
| Q2 2021 | $228,000 | +5.6% | 2,078 | 0.0% | 0.05% | -11.5% |
| Q1 2021 | $216,000 | – | 2,078 | – | 0.06% | – |
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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% |