ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,383,276 | -14.8% | 69,673 | -6.2% | 0.08% | -16.2% |
| Q2 2023 | $8,668,869 | +1.7% | 74,302 | +0.3% | 0.10% | -4.8% |
| Q1 2023 | $8,525,146 | +0.7% | 74,080 | -2.1% | 0.10% | -8.0% |
| Q4 2022 | $8,464,076 | +15.9% | 75,667 | -5.5% | 0.11% | +0.9% |
| Q3 2022 | $7,303,000 | -5.8% | 80,083 | +2.4% | 0.11% | -4.3% |
| Q2 2022 | $7,753,000 | +103.4% | 78,176 | +127.5% | 0.12% | +125.0% |
| Q1 2022 | $3,811,000 | +63.6% | 34,368 | +51.7% | 0.05% | +48.6% |
| Q4 2021 | $2,329,000 | -10.8% | 22,659 | -9.5% | 0.04% | -20.5% |
| Q3 2021 | $2,611,000 | +24.3% | 25,048 | +30.9% | 0.04% | +15.8% |
| Q2 2021 | $2,100,000 | +6.7% | 19,133 | +0.9% | 0.04% | -9.5% |
| Q1 2021 | $1,969,000 | +17.2% | 18,957 | +7.1% | 0.04% | +5.0% |
| Q4 2020 | $1,680,000 | -53.6% | 17,702 | -22.4% | 0.04% | -31.0% |
| Q3 2020 | $3,624,000 | +118.3% | 22,802 | +125.8% | 0.06% | +20.8% |
| Q2 2020 | $1,660,000 | +33.1% | 10,098 | +16.3% | 0.05% | +29.7% |
| Q1 2020 | $1,247,000 | -9.8% | 8,685 | +39.5% | 0.04% | +15.6% |
| Q4 2019 | $1,383,000 | -25.6% | 6,227 | -24.9% | 0.03% | -57.3% |
| Q3 2019 | $1,860,000 | +20.2% | 8,289 | +14.7% | 0.08% | +10.3% |
| Q2 2019 | $1,548,000 | +8.5% | 7,225 | +1.1% | 0.07% | -10.5% |
| Q1 2019 | $1,427,000 | +27.0% | 7,148 | +10.2% | 0.08% | -59.8% |
| Q4 2018 | $1,124,000 | – | 6,487 | – | 0.19% | – |
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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% |