ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,947,988 | +7.8% | 48,072 | -1.7% | 0.46% | -9.6% |
| Q3 2023 | $5,515,873 | -37.0% | 48,913 | -35.4% | 0.51% | -35.0% |
| Q2 2023 | $8,755,492 | +1108.2% | 75,733 | +1102.7% | 0.79% | +911.5% |
| Q1 2023 | $724,659 | +12.1% | 6,297 | +9.9% | 0.08% | -26.4% |
| Q4 2022 | $646,290 | +70.1% | 5,728 | +53.8% | 0.11% | -34.6% |
| Q3 2022 | $380,000 | -57.4% | 3,725 | -32.9% | 0.16% | -70.2% |
| Q2 2020 | $891,000 | +3.2% | 5,555 | -3.4% | 0.54% | -15.6% |
| Q1 2020 | $863,000 | -25.6% | 5,752 | +14.5% | 0.64% | -15.3% |
| Q4 2019 | $1,160,000 | +80.1% | 5,023 | +70.2% | 0.76% | +42.7% |
| Q3 2019 | $644,000 | +15.6% | 2,951 | +13.2% | 0.53% | -0.2% |
| Q2 2019 | $557,000 | -15.9% | 2,607 | -20.0% | 0.53% | -25.0% |
| Q1 2019 | $662,000 | +18.4% | 3,259 | +0.7% | 0.71% | -3.9% |
| Q4 2018 | $559,000 | – | 3,235 | – | 0.74% | – |
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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% |