ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 417 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $811,464 | +227.0% | 6,145 | +226.7% | 0.08% | +196.2% |
| Q1 2024 | $248,167 | -28.3% | 1,881 | -21.9% | 0.03% | -79.8% |
| Q1 2020 | $346,000 | -34.6% | 2,408 | +2.3% | 0.13% | -23.7% |
| Q3 2019 | $529,000 | +10.9% | 2,354 | +5.8% | 0.17% | +7.6% |
| Q2 2019 | $477,000 | +21.1% | 2,225 | +15.8% | 0.16% | +25.6% |
| Q1 2019 | $394,000 | +41.2% | 1,921 | +19.1% | 0.12% | +23.8% |
| Q4 2018 | $279,000 | -16.2% | 1,613 | +4.8% | 0.10% | +8.6% |
| Q3 2018 | $333,000 | +28.1% | 1,539 | +14.1% | 0.09% | +16.2% |
| Q2 2018 | $260,000 | -94.8% | 1,349 | -94.9% | 0.08% | -95.2% |
| Q4 2017 | $4,982,000 | +8.8% | 26,487 | +3.0% | 1.66% | +1.7% |
| Q3 2017 | $4,577,000 | +23.1% | 25,710 | -13.6% | 1.63% | -4.3% |
| Q2 2016 | $3,718,000 | +30.0% | 29,757 | +10.0% | 1.70% | -28.9% |
| Q4 2013 | $2,859,000 | – | 27,052 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 30,615 | $4,404,000 | 4.62% |
| STRATEGIC WEALTH MANAGEMENT INC | 22,582 | $3,248,000 | 4.30% |
| Vishria Bird Financial Group, LLC | 24,039 | $3,458,000 | 3.62% |
| Bell Rock Capital LLC | 15,303 | $2,201,000 | 3.42% |
| Evolution Wealth Advisors, LLC | 47,976 | $6,901,000 | 2.79% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 21,022 | $3,024,000 | 2.67% |
| Spectrum Wealth Advisory Group, LLC | 7,630 | $1,054,000 | 2.28% |
| Gerber Kawasaki Wealth & Investment Management | 42,350 | $6,092,000 | 1.73% |
| Realta Investment Advisors | 21,650 | $3,114,000 | 1.34% |
| Black Swift Group, LLC | 9,100 | $1,309,000 | 1.30% |