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 | $71,847 | -27.2% | 678 | -19.9% | 0.00% | – |
| Q2 2023 | $98,702 | +26.5% | 846 | +24.8% | 0.00% | – |
| Q1 2023 | $78,024 | +2.9% | 678 | 0.0% | 0.00% | – |
| Q4 2022 | $75,841 | +22.3% | 678 | 0.0% | 0.00% | – |
| Q3 2022 | $62,000 | -7.5% | 678 | 0.0% | 0.00% | – |
| Q2 2022 | $67,000 | -9.5% | 678 | 0.0% | 0.00% | – |
| Q1 2022 | $74,000 | +4.2% | 678 | 0.0% | 0.00% | – |
| Q4 2021 | $71,000 | -2.7% | 678 | 0.0% | 0.00% | – |
| Q3 2021 | $73,000 | -1.4% | 678 | 0.0% | 0.00% | – |
| Q2 2021 | $74,000 | +5.7% | 678 | 0.0% | 0.00% | – |
| Q1 2021 | $70,000 | +9.4% | 678 | 0.0% | 0.00% | – |
| Q4 2020 | $64,000 | +3.2% | 678 | +74.3% | 0.00% | – |
| Q3 2020 | $62,000 | +10.7% | 389 | +14.7% | 0.00% | – |
| Q2 2020 | $56,000 | +14.3% | 339 | 0.0% | 0.00% | – |
| Q1 2020 | $49,000 | -34.7% | 339 | 0.0% | 0.00% | – |
| Q4 2019 | $75,000 | -10.7% | 339 | -9.4% | 0.00% | – |
| Q3 2019 | $84,000 | +5.0% | 374 | 0.0% | 0.00% | – |
| Q2 2019 | $80,000 | +11.1% | 374 | 0.0% | 0.00% | – |
| Q1 2019 | $72,000 | -16.3% | 374 | -24.7% | 0.00% | – |
| Q4 2018 | $86,000 | -20.4% | 497 | 0.0% | 0.00% | – |
| Q3 2018 | $108,000 | +6.9% | 497 | 0.0% | 0.00% | – |
| Q2 2018 | $101,000 | +3.1% | 497 | 0.0% | 0.00% | – |
| Q1 2018 | $98,000 | – | 497 | – | 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% |