ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $598,517 | -43.4% | 5,130 | -44.2% | 0.16% | -41.0% |
| Q1 2023 | $1,057,586 | +2.0% | 9,190 | -0.9% | 0.27% | -11.4% |
| Q4 2022 | $1,036,943 | -99.7% | 9,270 | +126.1% | 0.31% | +98.7% |
| Q3 2022 | $373,879,000 | -26.4% | 4,100 | -10.9% | 0.15% | -26.0% |
| Q2 2022 | $508,282,000 | -59.4% | 4,600 | -59.3% | 0.21% | -8.8% |
| Q1 2022 | $1,251,927,000 | +38349.8% | 11,300 | -25.7% | 0.23% | -46.2% |
| Q2 2019 | $3,256,000 | +172.0% | 15,200 | +153.3% | 0.42% | +211.8% |
| Q1 2019 | $1,197,000 | -79.8% | 6,000 | -78.1% | 0.14% | -70.5% |
| Q3 2018 | $5,930,000 | -3.4% | 27,400 | -11.6% | 0.46% | -11.0% |
| Q1 2018 | $6,137,000 | +11.3% | 31,000 | +5.8% | 0.52% | +4.0% |
| Q4 2017 | $5,512,000 | +51.0% | 29,300 | +42.9% | 0.50% | +40.7% |
| Q3 2017 | $3,650,000 | -5.3% | 20,500 | -16.3% | 0.35% | -9.7% |
| Q2 2017 | $3,855,000 | +121.3% | 24,500 | +97.6% | 0.39% | +101.0% |
| Q4 2016 | $1,742,000 | -40.2% | 12,400 | -46.8% | 0.20% | -32.5% |
| Q2 2016 | $2,911,000 | +182.9% | 23,300 | +167.8% | 0.29% | +189.0% |
| Q4 2015 | $1,029,000 | -38.9% | 8,700 | -36.0% | 0.10% | -23.1% |
| Q1 2015 | $1,683,000 | +26.9% | 13,600 | +10.6% | 0.13% | -48.4% |
| Q2 2014 | $1,326,000 | -10.6% | 12,300 | -9.6% | 0.25% | -22.0% |
| Q1 2014 | $1,484,000 | +11.5% | 13,600 | +7.9% | 0.32% | -3.3% |
| Q4 2013 | $1,331,000 | – | 12,600 | – | 0.33% | – |
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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% |