ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,903,351 | -3.8% | 37,133 | -3.9% | 2.98% | -5.5% |
| Q1 2024 | $5,096,100 | -5.4% | 38,627 | -9.2% | 3.15% | -8.7% |
| Q4 2023 | $5,384,311 | +18.7% | 42,530 | -0.6% | 3.45% | +6.7% |
| Q3 2023 | $4,534,997 | -8.5% | 42,795 | +0.7% | 3.24% | -5.5% |
| Q2 2023 | $4,957,320 | +1.3% | 42,490 | -0.1% | 3.42% | -0.9% |
| Q1 2023 | $4,893,125 | +3.1% | 42,519 | +0.2% | 3.46% | -9.9% |
| Q4 2022 | $4,746,579 | +23.4% | 42,433 | +0.6% | 3.84% | +21.6% |
| Q3 2022 | $3,846,000 | +4.5% | 42,176 | +14.9% | 3.16% | +8.6% |
| Q2 2022 | $3,679,000 | -10.2% | 36,696 | -0.7% | 2.91% | +8.7% |
| Q1 2022 | $4,096,000 | +26.6% | 36,968 | +17.4% | 2.68% | +34.2% |
| Q4 2021 | $3,236,000 | – | 31,481 | – | 1.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 73,176 | $9,662,878 | 5.56% |
| Cadent Capital Advisors, LLC | 98,743 | $13,038,985 | 5.20% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,134 | $3,979,163 | 3.10% |
| HERBST GROUP, LLC | 37,133 | $4,903,351 | 2.98% |
| MRA Advisory Group | 34,502 | $4,555,996 | 2.60% |
| FOCUS Wealth Advisors, LLC | 37,716 | $4,980,398 | 2.56% |
| MinichMacGregor Wealth Management, LLC | 77,589 | $10,245,729 | 2.50% |
| 5th Street Advisors, LLC | 36,323 | $4,796,398 | 2.50% |
| Bluesphere Advisors, LLC | 36,737 | $4,851,116 | 2.47% |
| WealthCare Investment Partners, LLC | 36,539 | $4,824,953 | 2.24% |