ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,210 | -9.6% | 5,305 | -0.5% | 0.18% | -7.4% |
| Q2 2023 | $622,231 | +41.5% | 5,333 | +39.5% | 0.19% | +35.0% |
| Q1 2023 | $439,846 | +56.6% | 3,822 | +52.2% | 0.14% | +52.2% |
| Q4 2022 | $280,841 | +18.0% | 2,511 | -3.7% | 0.09% | +12.2% |
| Q3 2022 | $238,000 | -8.1% | 2,608 | -0.1% | 0.08% | -2.4% |
| Q2 2022 | $259,000 | -12.2% | 2,610 | -2.1% | 0.08% | +1.2% |
| Q1 2022 | $295,000 | -32.0% | 2,667 | +21.6% | 0.08% | -47.5% |
| Q1 2018 | $434,000 | +3.6% | 2,193 | -1.6% | 0.16% | +3.9% |
| Q4 2017 | $419,000 | +6.9% | 2,228 | +1.3% | 0.15% | +2.0% |
| Q3 2017 | $392,000 | – | 2,200 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bluesphere Advisors, LLC | 28,405 | $2,961,000 | 2.84% |
| ALTFEST L J & CO INC | 56,006 | $5,838,000 | 1.22% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 22,209 | $2,315,000 | 1.01% |
| Game Plan Financial Advisors, LLC | 14,771 | $1,540,000 | 0.92% |
| BigSur Wealth Management LLC | 18,750 | $1,955,000 | 0.88% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 44,300 | $4,618,000 | 0.84% |
| Family Legacy, Inc. | 14,132 | $1,523,000 | 0.68% |
| WESPAC Advisors SoCal, LLC | 18,741 | $1,989,000 | 0.65% |
| BCK CAPITAL MANAGEMENT LP | 10,352 | $1,079,000 | 0.64% |
| Joseph P. Lucia & Associates, LLC | 10,056 | $1,048,000 | 0.62% |