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 | $65,702 | +81.7% | 620 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $36,168 | +36.6% | 310 | +34.8% | 0.00% | 0.0% |
| Q1 2023 | $26,469 | +2.9% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,728 | +22.5% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -8.7% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | +4.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $24,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | -4.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 230 | -5.7% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +27.8% | 244 | +112.2% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | +20.0% | 115 | +27.8% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +200.0% | 90 | +143.2% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | – | 37 | – | 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% |