ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,312 | -5.2% | 3,721 | +4.3% | 0.05% | -3.7% |
| Q2 2023 | $416,043 | +5.1% | 3,566 | +3.7% | 0.05% | -1.8% |
| Q1 2023 | $395,736 | +5.3% | 3,439 | +2.3% | 0.06% | -1.8% |
| Q4 2022 | $375,977 | +67.8% | 3,361 | +36.7% | 0.06% | +55.6% |
| Q3 2022 | $224,000 | +52.4% | 2,459 | +66.4% | 0.04% | +80.0% |
| Q2 2022 | $147,000 | +425.0% | 1,478 | +475.1% | 0.02% | +566.7% |
| Q1 2022 | $28,000 | +211.1% | 257 | +179.3% | 0.00% | +200.0% |
| Q4 2021 | $9,000 | -10.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +900.0% | 92 | +1050.0% | 0.00% | – |
| Q1 2021 | $1,000 | -90.0% | 8 | -92.6% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | – | 108 | – | 0.00% | – |
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% |