ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,196,810 | -10.9% | 11,294 | -1.9% | 0.06% | -10.4% |
| Q2 2023 | $1,343,539 | -15.3% | 11,516 | -16.5% | 0.07% | -23.0% |
| Q1 2023 | $1,586,469 | +9.8% | 13,786 | +6.8% | 0.09% | -1.1% |
| Q4 2022 | $1,444,230 | +11.1% | 12,911 | -1.5% | 0.09% | 0.0% |
| Q3 2022 | $1,300,000 | 0.0% | 13,109 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $1,300,000 | -2.5% | 13,109 | +1.0% | 0.09% | +11.4% |
| Q4 2021 | $1,334,000 | -39.7% | 12,978 | -38.9% | 0.08% | +11.3% |
| Q3 2021 | $2,213,000 | -21.9% | 21,230 | -17.9% | 0.07% | -21.1% |
| Q2 2021 | $2,832,000 | +15.0% | 25,860 | +9.4% | 0.09% | +1.1% |
| Q1 2021 | $2,462,000 | – | 23,643 | – | 0.09% | – |
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% |