ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 547 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
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. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |