ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $682,871 | +64.1% | 6,444 | +80.7% | 0.53% | -8.7% |
| Q2 2023 | $416,045 | +4.7% | 3,566 | +3.3% | 0.58% | +8.9% |
| Q1 2023 | $397,371 | +9.0% | 3,453 | +5.9% | 0.54% | +7.0% |
| Q4 2022 | $364,664 | +64.3% | 3,260 | +33.9% | 0.50% | +38.3% |
| Q3 2022 | $222,000 | -15.9% | 2,434 | -8.4% | 0.36% | +20.2% |
| Q2 2022 | $264,000 | -1.5% | 2,658 | +9.7% | 0.30% | +11.9% |
| Q1 2022 | $268,000 | – | 2,423 | – | 0.27% | – |
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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% |