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 | $125 | -8.8% | 1,176 | +0.3% | 0.04% | -11.8% |
| Q2 2023 | $137 | -9.3% | 1,172 | -10.9% | 0.05% | -8.9% |
| Q1 2023 | $151 | +788.2% | 1,315 | +776.7% | 0.06% | +700.0% |
| Q4 2022 | $17 | -99.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 150 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $15,000 | -11.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -73.0% | 150 | -61.0% | 0.01% | -85.7% |
| Q2 2020 | $63,000 | +14.5% | 385 | 0.0% | 0.04% | -14.3% |
| Q1 2020 | $55,000 | -35.3% | 385 | +0.3% | 0.05% | -22.2% |
| Q4 2019 | $85,000 | -1.2% | 384 | +0.3% | 0.06% | -4.5% |
| Q3 2019 | $86,000 | +4.9% | 383 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $82,000 | -18.8% | 383 | -24.6% | 0.07% | -23.3% |
| Q1 2019 | $101,000 | – | 508 | – | 0.09% | – |
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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% |