ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,481,000 | -8.1% | 15,664 | -4.4% | 0.30% | -15.7% |
| Q2 2020 | $2,699,000 | +74.6% | 16,384 | +52.4% | 0.35% | +28.2% |
| Q1 2020 | $1,546,000 | -19.9% | 10,749 | +23.6% | 0.27% | +5.8% |
| Q4 2019 | $1,931,000 | -1.6% | 8,696 | -0.4% | 0.26% | -9.2% |
| Q3 2019 | $1,962,000 | -2.4% | 8,733 | -6.9% | 0.28% | +5.6% |
| Q2 2019 | $2,010,000 | -17.6% | 9,381 | -23.2% | 0.27% | -24.4% |
| Q1 2019 | $2,439,000 | -28.6% | 12,221 | -38.1% | 0.36% | -36.2% |
| Q4 2018 | $3,414,000 | -22.2% | 19,748 | -2.6% | 0.56% | +5.5% |
| Q3 2018 | $4,386,000 | +3.1% | 20,265 | -8.4% | 0.53% | -5.7% |
| Q2 2018 | $4,256,000 | -3.3% | 22,114 | -0.5% | 0.56% | -15.3% |
| Q1 2018 | $4,401,000 | +13.3% | 22,231 | +7.7% | 0.66% | +9.6% |
| Q4 2017 | $3,884,000 | +7.0% | 20,650 | +1.3% | 0.60% | +3.4% |
| Q3 2017 | $3,630,000 | +13.7% | 20,387 | +0.4% | 0.58% | +4.7% |
| Q2 2017 | $3,194,000 | +6.5% | 20,297 | +0.6% | 0.56% | -3.1% |
| Q1 2017 | $2,999,000 | +279.6% | 20,168 | +258.5% | 0.58% | +262.3% |
| Q4 2016 | $790,000 | – | 5,625 | – | 0.16% | – |
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% |