ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $943,860 | -49.3% | 8,090 | -50.0% | 0.72% | -55.5% |
| Q1 2023 | $1,861,994 | +5.5% | 16,180 | +2.6% | 1.62% | -10.8% |
| Q4 2022 | $1,764,144 | +22.7% | 15,771 | 0.0% | 1.82% | +75.7% |
| Q3 2022 | $1,438,000 | -8.1% | 15,771 | 0.0% | 1.03% | -14.8% |
| Q2 2022 | $1,564,000 | +34.2% | 15,771 | +50.0% | 1.21% | +73.5% |
| Q1 2022 | $1,165,000 | +7.8% | 10,514 | 0.0% | 0.70% | -4.0% |
| Q4 2021 | $1,081,000 | +0.2% | 10,514 | +1.6% | 0.73% | +12.9% |
| Q3 2021 | $1,079,000 | -4.9% | 10,352 | 0.0% | 0.64% | +13.6% |
| Q2 2021 | $1,134,000 | +5.2% | 10,352 | 0.0% | 0.57% | -4.2% |
| Q1 2021 | $1,078,000 | +14.7% | 10,352 | +4.3% | 0.59% | -21.1% |
| Q4 2020 | $940,000 | – | 9,929 | – | 0.75% | – |
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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% |