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 | $999,524 | -50.8% | 9,432 | -45.9% | 0.04% | -49.3% |
| Q2 2023 | $2,032,992 | +4.5% | 17,425 | +3.1% | 0.08% | -1.3% |
| Q1 2023 | $1,944,531 | +359332.7% | 16,897 | +249.5% | 0.08% | +153.3% |
| Q4 2022 | $541 | -99.9% | 4,834 | +16.0% | 0.03% | +30.4% |
| Q3 2022 | $380,000 | -21.8% | 4,166 | -15.0% | 0.02% | +15.0% |
| Q2 2022 | $486,000 | -10.7% | 4,902 | -0.2% | 0.02% | +33.3% |
| Q1 2022 | $544,000 | +17.5% | 4,910 | +9.1% | 0.02% | +50.0% |
| Q4 2021 | $463,000 | 0.0% | 4,501 | +1.4% | 0.01% | -16.7% |
| Q3 2021 | $463,000 | -15.8% | 4,438 | -11.6% | 0.01% | -20.0% |
| Q2 2021 | $550,000 | -9.2% | 5,019 | -13.8% | 0.02% | -6.2% |
| Q1 2021 | $606,000 | – | 5,820 | – | 0.02% | – |
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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% |