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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,524 | -20.1% | 22,766 | -10.1% | 0.72% | -36.5% |
| Q2 2023 | $2,938,214 | -2.0% | 25,321 | -2.5% | 1.13% | -8.3% |
| Q1 2023 | $2,999,448 | +1.9% | 25,960 | +0.3% | 1.23% | +0.1% |
| Q4 2022 | $2,943,643 | +183.6% | 25,887 | +134.0% | 1.23% | +48.5% |
| Q3 2022 | $1,038,000 | -5.6% | 11,063 | -0.2% | 0.83% | -8.2% |
| Q2 2022 | $1,100,000 | -9.9% | 11,088 | -1.7% | 0.90% | +10.4% |
| Q1 2022 | $1,221,000 | -1.9% | 11,282 | -3.0% | 0.82% | +1.0% |
| Q4 2021 | $1,245,000 | – | 11,633 | – | 0.81% | – |
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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% |