ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,769,017 | -7.8% | 35,971 | +2.8% | 2.29% | -6.5% |
| Q2 2023 | $4,086,261 | +27.1% | 35,006 | +25.3% | 2.45% | +26.1% |
| Q1 2023 | $3,213,988 | +36.7% | 27,928 | +32.9% | 1.94% | +21.3% |
| Q4 2022 | $2,351,082 | +59.4% | 21,018 | +29.9% | 1.60% | +31.2% |
| Q3 2022 | $1,475,000 | +10.2% | 16,179 | +19.9% | 1.22% | +6.6% |
| Q2 2022 | $1,338,000 | +66.2% | 13,495 | +87.2% | 1.14% | +60.1% |
| Q1 2022 | $805,000 | – | 7,210 | – | 0.72% | – |
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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% |