ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,042,162 | +17.7% | 9,834 | +29.6% | 0.00% | – |
| Q2 2023 | $885,491 | +24.3% | 7,589 | +22.6% | 0.00% | – |
| Q1 2023 | $712,453 | +111047.1% | 6,190 | +8.0% | 0.00% | – |
| Q4 2022 | $641 | -99.9% | 5,732 | -11.6% | 0.00% | – |
| Q3 2022 | $591,000 | -17.8% | 6,481 | -10.6% | 0.00% | -100.0% |
| Q2 2022 | $719,000 | -36.7% | 7,247 | -29.3% | 0.00% | 0.0% |
| Q1 2022 | $1,135,000 | +22.3% | 10,249 | +13.5% | 0.00% | 0.0% |
| Q4 2021 | $928,000 | +46.1% | 9,027 | +48.2% | 0.00% | – |
| Q3 2021 | $635,000 | +12.6% | 6,091 | +18.2% | 0.00% | – |
| Q2 2021 | $564,000 | -4.1% | 5,153 | -8.7% | 0.00% | – |
| Q1 2021 | $588,000 | +4.1% | 5,645 | -5.4% | 0.00% | – |
| Q4 2020 | $565,000 | +77.1% | 5,967 | +196.6% | 0.00% | – |
| Q3 2020 | $319,000 | -24.6% | 2,012 | -21.7% | 0.00% | – |
| Q2 2020 | $423,000 | -41.7% | 2,569 | -49.0% | 0.00% | -100.0% |
| Q1 2020 | $725,000 | +186.6% | 5,040 | +342.5% | 0.00% | – |
| Q4 2019 | $253,000 | -63.4% | 1,139 | -64.7% | 0.00% | -100.0% |
| Q2 2019 | $691,000 | +37.9% | 3,225 | +11.2% | 0.00% | – |
| Q1 2019 | $501,000 | 0.0% | 2,901 | 0.0% | 0.00% | -100.0% |
| Q4 2018 | $501,000 | – | 2,901 | – | 0.00% | – |
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% |