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 2023 | $565,561 | -9.2% | 5,337 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $622,667 | +0.7% | 5,337 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $618,211 | +3.6% | 5,372 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $596,997 | +18.0% | 5,337 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $506,000 | +13.7% | 5,547 | +23.5% | 0.00% | +50.0% |
| Q2 2022 | $445,000 | +43.1% | 4,492 | +59.9% | 0.00% | +100.0% |
| Q1 2022 | $311,000 | +7.6% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $289,000 | -1.4% | 2,810 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $293,000 | -5.8% | 2,810 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $311,000 | -53.9% | 2,840 | -56.2% | 0.00% | -50.0% |
| Q1 2021 | $674,000 | +109.3% | 6,480 | +90.8% | 0.00% | 0.0% |
| Q4 2020 | $322,000 | +5.2% | 3,396 | +76.0% | 0.00% | 0.0% |
| Q3 2020 | $306,000 | -3.8% | 1,930 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $318,000 | +9.7% | 1,930 | -4.2% | 0.00% | 0.0% |
| Q1 2020 | $290,000 | -41.4% | 2,015 | -9.5% | 0.00% | -33.3% |
| Q4 2019 | $495,000 | -11.4% | 2,227 | -10.5% | 0.00% | 0.0% |
| Q3 2019 | $559,000 | +4.3% | 2,487 | -0.7% | 0.00% | 0.0% |
| Q2 2019 | $536,000 | +31.4% | 2,504 | +22.6% | 0.00% | +50.0% |
| Q1 2019 | $408,000 | -23.3% | 2,042 | -33.6% | 0.00% | -33.3% |
| Q4 2018 | $532,000 | -20.1% | 3,075 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $666,000 | +12.5% | 3,075 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $592,000 | -2.8% | 3,075 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $609,000 | +12.6% | 3,075 | +7.0% | 0.00% | +33.3% |
| Q4 2017 | $541,000 | +5.7% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $512,000 | +13.3% | 2,875 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $452,000 | +79.4% | 2,875 | +69.6% | 0.00% | +50.0% |
| Q1 2017 | $252,000 | +5.9% | 1,695 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $238,000 | +8.7% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $219,000 | +3.3% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $212,000 | +6.0% | 1,695 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $200,000 | – | 1,695 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legend Financial Advisors, Inc. | 35,672 | $6,166,000 | 9.04% |
| Jackson Financial Management | 41,064 | $7,098,000 | 7.84% |
| Lee Financial Group Hawaii, Inc. | 31,664 | $5,473,000 | 5.88% |
| Vishria Bird Financial Group, LLC | 21,926 | $3,790,000 | 4.19% |
| SPC Financial, Inc. | 74,756 | $12,922,000 | 3.57% |
| STRATEGIC WEALTH MANAGEMENT INC | 22,529 | $3,894,000 | 3.54% |
| Evolution Wealth Advisors, LLC | 41,197 | $7,121,000 | 3.25% |
| Gerber Kawasaki Wealth & Investment Management | 52,141 | $9,013,000 | 3.17% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 39,829 | $6,885,000 | 2.21% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 22,341 | $3,862,000 | 2.00% |