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 | $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. | 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% |