ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $505 | -18.5% | 4,325 | -19.7% | 0.04% | -23.2% |
| Q1 2023 | $620 | -50.1% | 5,385 | -51.6% | 0.06% | -52.1% |
| Q4 2022 | $1,243 | -99.8% | 11,115 | +29.3% | 0.12% | +51.9% |
| Q3 2022 | $784,000 | +6.7% | 8,595 | +16.0% | 0.08% | +16.7% |
| Q2 2022 | $735,000 | -11.1% | 7,410 | 0.0% | 0.07% | +8.2% |
| Q1 2022 | $827,000 | +295.7% | 7,410 | +461.4% | 0.06% | +205.0% |
| Q3 2020 | $209,000 | -61.5% | 1,320 | -59.9% | 0.02% | -64.3% |
| Q2 2020 | $543,000 | -79.4% | 3,295 | -77.2% | 0.06% | -61.1% |
| Q1 2020 | $2,642,000 | +65.5% | 14,455 | +101.2% | 0.14% | -8.3% |
| Q4 2019 | $1,596,000 | +15.2% | 7,185 | +16.5% | 0.16% | +6.8% |
| Q3 2019 | $1,385,000 | +27.4% | 6,165 | +21.5% | 0.15% | +27.8% |
| Q2 2019 | $1,087,000 | +0.8% | 5,075 | -6.0% | 0.12% | +0.9% |
| Q1 2019 | $1,078,000 | +7.5% | 5,400 | -6.9% | 0.11% | -6.6% |
| Q4 2018 | $1,003,000 | – | 5,800 | – | 0.12% | – |
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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% |