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 | $3,424,245 | -9.1% | 32,313 | +0.1% | 2.46% | -6.2% |
Q2 2023 | $3,767,781 | +25.1% | 32,294 | +23.4% | 2.63% | +5.3% |
Q1 2023 | $3,010,732 | +4.6% | 26,162 | +1.7% | 2.50% | -2.3% |
Q4 2022 | $2,878,942 | +44.2% | 25,737 | +17.6% | 2.56% | +28.3% |
Q3 2022 | $1,996,000 | +42.8% | 21,893 | +55.3% | 1.99% | +46.8% |
Q2 2022 | $1,398,000 | -3.5% | 14,100 | +7.8% | 1.36% | +10.8% |
Q1 2022 | $1,449,000 | +23.7% | 13,078 | +14.8% | 1.22% | +26.0% |
Q4 2021 | $1,171,000 | -60.5% | 11,395 | -59.9% | 0.97% | -65.8% |
Q3 2021 | $2,961,000 | -5.2% | 28,405 | -0.4% | 2.84% | +2.9% |
Q2 2021 | $3,124,000 | -10.2% | 28,520 | -14.6% | 2.76% | -12.0% |
Q1 2021 | $3,477,000 | +23.8% | 33,394 | +12.6% | 3.14% | +4.3% |
Q4 2020 | $2,809,000 | – | 29,660 | – | 3.01% | – |
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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% |