ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,049 | +1.4% | 1,980 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $227,833 | -0.5% | 1,980 | -3.3% | 0.10% | -4.0% |
| Q4 2022 | $228,985 | +10.1% | 2,047 | -10.3% | 0.10% | +1.0% |
| Q3 2022 | $208,000 | -22.4% | 2,281 | -15.6% | 0.10% | -20.8% |
| Q2 2022 | $268,000 | +26.4% | 2,703 | +31.2% | 0.12% | +31.6% |
| Q1 2022 | $212,000 | 0.0% | 2,060 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $212,000 | -5.4% | 2,060 | -4.1% | 0.10% | -24.6% |
| Q3 2021 | $224,000 | -5.9% | 2,149 | -1.0% | 0.13% | -9.4% |
| Q2 2021 | $238,000 | -0.4% | 2,171 | -6.1% | 0.14% | -10.3% |
| Q1 2021 | $239,000 | -66.4% | 2,312 | -69.7% | 0.16% | -74.7% |
| Q4 2020 | $712,000 | – | 7,621 | – | 0.61% | – |
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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% |