ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,179 | -9.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $81,669 | +1.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $80,556 | -10.0% | 700 | -12.5% | 0.00% | -50.0% |
| Q4 2022 | $89,488 | +22.6% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $73,000 | +5.8% | 800 | +14.3% | 0.00% | 0.0% |
| Q2 2022 | $69,000 | -11.5% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $78,000 | +8.3% | 700 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $72,000 | -1.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $73,000 | -5.2% | 700 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $77,000 | -7.2% | 700 | -12.5% | 0.00% | 0.0% |
| Q1 2021 | $83,000 | +9.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $76,000 | -12.6% | 800 | +45.5% | 0.00% | 0.0% |
| Q3 2020 | $87,000 | +31.8% | 550 | +37.5% | 0.00% | 0.0% |
| Q2 2020 | $66,000 | +13.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $58,000 | -34.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $89,000 | -20.5% | 400 | -20.0% | 0.00% | -33.3% |
| Q3 2019 | $112,000 | +4.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $107,000 | -31.0% | 500 | -35.5% | 0.00% | -40.0% |
| Q1 2019 | $155,000 | – | 775 | – | 0.01% | – |
Download | ||||||
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% |