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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | +1.0% | 1,840 | 0.0% | 0.11% | +11.1% |
| Q2 2021 | $202,000 | -0.5% | 1,840 | -5.6% | 0.10% | -11.6% |
| Q1 2021 | $203,000 | -13.2% | 1,950 | +31.8% | 0.11% | -32.9% |
| Q3 2020 | $234,000 | -4.1% | 1,480 | 0.0% | 0.17% | -17.7% |
| Q2 2020 | $244,000 | -2.0% | 1,480 | -14.4% | 0.20% | -30.7% |
| Q1 2020 | $249,000 | -36.6% | 1,729 | -2.3% | 0.29% | -24.1% |
| Q4 2019 | $393,000 | -9.4% | 1,769 | -8.4% | 0.39% | -15.2% |
| Q3 2019 | $434,000 | +4.8% | 1,931 | 0.0% | 0.46% | +17.9% |
| Q2 2019 | $414,000 | +1.2% | 1,931 | -5.8% | 0.39% | -9.2% |
| Q1 2019 | $409,000 | – | 2,050 | – | 0.42% | – |
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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% |