ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 304 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 27.80 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $368,000 | -42.0% | 1,843 | -49.7% | 0.03% | -46.6% |
| Q4 2018 | $634,000 | -44.2% | 3,665 | -30.2% | 0.06% | -42.6% |
| Q3 2018 | $1,137,000 | -70.1% | 5,252 | -73.4% | 0.10% | -72.8% |
| Q2 2018 | $3,798,000 | -75.6% | 19,731 | -74.9% | 0.37% | -77.0% |
| Q1 2018 | $15,547,000 | +10.0% | 78,536 | +4.5% | 1.61% | +2.5% |
| Q4 2017 | $14,138,000 | +9.5% | 75,157 | +3.6% | 1.57% | 0.0% |
| Q3 2017 | $12,917,000 | +14.7% | 72,549 | +1.3% | 1.57% | +5.1% |
| Q2 2017 | $11,265,000 | +15.5% | 71,594 | +9.2% | 1.50% | +1.3% |
| Q1 2017 | $9,754,000 | -22.4% | 65,585 | -26.7% | 1.48% | -33.3% |
| Q4 2016 | $12,570,000 | +0.4% | 89,455 | -7.8% | 2.21% | -5.8% |
| Q3 2016 | $12,520,000 | +8.2% | 97,009 | +4.7% | 2.35% | -0.0% |
| Q2 2016 | $11,574,000 | +12.9% | 92,644 | +5.7% | 2.35% | +8.0% |
| Q1 2016 | $10,249,000 | -28.4% | 87,680 | -27.6% | 2.18% | -34.4% |
| Q4 2015 | $14,312,000 | -9.4% | 121,065 | -16.5% | 3.32% | -20.3% |
| Q3 2015 | $15,799,000 | +0.5% | 144,922 | +14.1% | 4.16% | +0.6% |
| Q2 2015 | $15,717,000 | 0.0% | 126,972 | 0.0% | 4.14% | 0.0% |
| Q1 2015 | $15,717,000 | +14.6% | 126,972 | +6.2% | 4.14% | +4.8% |
| Q4 2014 | $13,716,000 | +11.8% | 119,588 | +4.8% | 3.95% | +4.7% |
| Q3 2014 | $12,271,000 | – | 114,068 | – | 3.78% | – |
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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% |