ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,777 | -9.2% | 3,631 | 0.0% | 0.04% | -13.5% |
| Q2 2023 | $423,629 | -35.6% | 3,631 | -36.5% | 0.05% | -39.5% |
| Q1 2023 | $658,027 | +3.0% | 5,718 | +0.1% | 0.09% | +4.9% |
| Q4 2022 | $638,751 | +77.4% | 5,711 | +44.8% | 0.08% | +67.3% |
| Q3 2022 | $360,000 | -7.9% | 3,944 | 0.0% | 0.05% | -5.8% |
| Q2 2022 | $391,000 | -45.8% | 3,944 | -39.4% | 0.05% | -35.8% |
| Q1 2022 | $721,000 | +78.0% | 6,507 | +65.0% | 0.08% | +92.9% |
| Q4 2021 | $405,000 | -1.5% | 3,944 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $411,000 | -3.3% | 3,944 | +1.5% | 0.04% | -6.2% |
| Q2 2021 | $425,000 | +12.4% | 3,884 | +7.0% | 0.05% | -2.0% |
| Q1 2021 | $378,000 | -5.7% | 3,630 | -14.2% | 0.05% | -12.5% |
| Q4 2020 | $401,000 | +59.1% | 4,230 | +166.0% | 0.06% | +30.2% |
| Q3 2020 | $252,000 | -3.8% | 1,590 | 0.0% | 0.04% | -10.4% |
| Q2 2020 | $262,000 | -86.0% | 1,590 | -81.6% | 0.05% | -87.8% |
| Q3 2018 | $1,871,000 | – | 8,646 | – | 0.39% | – |
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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% |