ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,101,308 | +88.3% | 10,393 | +312.6% | 0.01% | +50.0% |
| Q4 2019 | $585,000 | -5.8% | 2,519 | -10.7% | 0.00% | -20.0% |
| Q3 2019 | $621,000 | +21.3% | 2,822 | +18.6% | 0.01% | +25.0% |
| Q2 2019 | $512,000 | +8.0% | 2,379 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $474,000 | +3.7% | 2,379 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $457,000 | -4.2% | 2,379 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $477,000 | -1.0% | 2,379 | -0.3% | 0.00% | +33.3% |
| Q2 2018 | $482,000 | -6.2% | 2,387 | -4.4% | 0.00% | -25.0% |
| Q1 2018 | $514,000 | +4.3% | 2,496 | +0.4% | 0.00% | +33.3% |
| Q4 2017 | $493,000 | +9.8% | 2,487 | -0.1% | 0.00% | 0.0% |
| Q3 2017 | $449,000 | – | 2,489 | – | 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% |