ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $888,452 | +292.3% | 8,384 | +331.9% | 0.00% | – |
| Q2 2023 | $226,456 | -44.3% | 1,941 | -45.1% | 0.00% | – |
| Q1 2023 | $406,578 | +76.8% | 3,533 | +39.9% | 0.00% | – |
| Q3 2022 | $230,000 | -9.1% | 2,526 | -0.8% | 0.00% | – |
| Q2 2022 | $253,000 | -35.1% | 2,547 | -32.8% | 0.00% | – |
| Q4 2021 | $390,000 | +26.6% | 3,791 | +16.6% | 0.00% | – |
| Q4 2020 | $308,000 | +26.2% | 3,250 | +195.5% | 0.00% | – |
| Q4 2019 | $244,000 | +8.4% | 1,100 | +10.0% | 0.00% | – |
| Q3 2019 | $225,000 | -21.1% | 1,000 | -24.8% | 0.00% | – |
| Q2 2019 | $285,000 | +3.3% | 1,330 | -3.8% | 0.00% | – |
| Q1 2019 | $276,000 | +15.5% | 1,382 | 0.0% | 0.00% | – |
| Q4 2018 | $239,000 | -14.3% | 1,382 | +7.1% | 0.00% | – |
| Q3 2018 | $279,000 | +12.5% | 1,290 | 0.0% | 0.00% | – |
| Q2 2018 | $248,000 | -24.4% | 1,290 | -30.0% | 0.00% | – |
| Q3 2017 | $328,000 | – | 1,843 | – | 0.00% | – |
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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% |