ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 598 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,416 | -18.3% | 3,676 | -18.4% | 0.01% | -18.8% |
| Q1 2024 | $594,081 | -15.3% | 4,503 | -18.8% | 0.02% | -20.0% |
| Q4 2023 | $701,744 | -0.2% | 5,543 | -16.5% | 0.02% | -16.7% |
| Q3 2023 | $703,111 | -57.0% | 6,635 | -52.7% | 0.02% | -79.7% |
| Q2 2023 | $1,635,363 | +66.6% | 14,017 | +64.3% | 0.12% | +59.5% |
| Q1 2023 | $981,517 | +36.3% | 8,529 | +32.5% | 0.07% | +25.4% |
| Q4 2022 | $720,155 | +49.4% | 6,438 | +21.7% | 0.06% | +28.3% |
| Q3 2022 | $482,000 | -6.6% | 5,289 | +1.7% | 0.05% | -2.1% |
| Q2 2022 | $516,000 | – | 5,202 | – | 0.05% | – |
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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% |