ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,007 | -9.2% | 2,350 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $274,149 | -5.6% | 2,350 | -6.9% | 0.02% | -14.8% |
| Q1 2023 | $290,512 | +2.9% | 2,524 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $282,337 | +22.8% | 2,524 | 0.0% | 0.03% | +21.7% |
| Q3 2022 | $230,000 | -11.5% | 2,524 | -3.6% | 0.02% | -11.5% |
| Q2 2022 | $260,000 | -12.2% | 2,617 | -2.0% | 0.03% | +44.4% |
| Q1 2022 | $296,000 | +15.6% | 2,670 | +7.1% | 0.02% | +12.5% |
| Q4 2021 | $256,000 | +5.3% | 2,494 | +7.1% | 0.02% | -5.9% |
| Q3 2021 | $243,000 | +2937.5% | 2,329 | +3227.1% | 0.02% | +1600.0% |
| Q2 2021 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | – |
| Q1 2021 | $7,000 | 0.0% | 70 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | +16.7% | 70 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 35 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -88.9% | 35 | -82.8% | 0.00% | -100.0% |
| Q4 2019 | $45,000 | +18.4% | 203 | +19.4% | 0.00% | +33.3% |
| Q3 2019 | $38,000 | +2.7% | 170 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $37,000 | +3600.0% | 170 | +4150.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -97.8% | 4 | -98.1% | 0.00% | -100.0% |
| Q3 2018 | $45,000 | +28.6% | 209 | +15.5% | 0.01% | +20.0% |
| Q2 2018 | $35,000 | -2.8% | 181 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | +5.9% | 181 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $34,000 | – | 181 | – | 0.01% | – |
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% |