ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,840 | +21.6% | 2,792 | +33.8% | 0.15% | +25.2% |
| Q2 2023 | $243,389 | +26.6% | 2,086 | +24.9% | 0.12% | +16.7% |
| Q1 2023 | $192,203 | -10.9% | 1,670 | -13.4% | 0.10% | -18.4% |
| Q4 2022 | $215,778 | +156.9% | 1,929 | +109.9% | 0.12% | +155.1% |
| Q3 2022 | $84,000 | -9.7% | 919 | -1.8% | 0.05% | -15.5% |
| Q2 2022 | $93,000 | -7.9% | 936 | +2.4% | 0.06% | +16.0% |
| Q1 2022 | $101,000 | +7.4% | 914 | 0.0% | 0.05% | +13.6% |
| Q4 2021 | $94,000 | – | 914 | +30366.7% | 0.04% | – |
| Q2 2021 | $0 | – | 3 | – | 0.00% | – |
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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% |