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 | $2,509 | +0.1% | 19 | 0.0% | 0.00% | – |
| Q1 2024 | $2,507 | +4.2% | 19 | 0.0% | 0.00% | – |
| Q4 2023 | $2,405 | +19.5% | 19 | 0.0% | 0.00% | – |
| Q3 2023 | $2,013 | -9.2% | 19 | 0.0% | 0.00% | – |
| Q2 2023 | $2,217 | +1.4% | 19 | 0.0% | 0.00% | – |
| Q1 2023 | $2,187 | +2.9% | 19 | 0.0% | 0.00% | – |
| Q4 2022 | $2,125 | +6.2% | 19 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | – | 19 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
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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% |