ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,897,344 | -12.9% | 17,905 | -32.4% | 0.03% | -6.5% |
| Q2 2023 | $2,178,235 | -46.0% | 26,488 | +67.7% | 0.03% | -55.1% |
| Q1 2023 | $4,034,310 | +72.5% | 15,792 | -24.5% | 0.07% | +64.3% |
| Q4 2022 | $2,339,067 | +140.6% | 20,911 | +113.4% | 0.04% | +90.9% |
| Q2 2022 | $972,000 | +110.4% | 9,797 | +134.7% | 0.02% | +120.0% |
| Q1 2022 | $462,000 | +5.2% | 4,174 | -2.4% | 0.01% | 0.0% |
| Q4 2021 | $439,000 | -2.2% | 4,275 | -0.7% | 0.01% | -16.7% |
| Q3 2021 | $449,000 | -28.8% | 4,305 | -25.3% | 0.01% | -29.4% |
| Q2 2021 | $631,000 | +0.8% | 5,765 | -4.2% | 0.02% | -15.0% |
| Q1 2021 | $626,000 | +22.0% | 6,015 | +11.0% | 0.02% | +11.1% |
| Q4 2020 | $513,000 | +15.5% | 5,418 | +93.4% | 0.02% | -5.3% |
| Q3 2020 | $444,000 | +4.0% | 2,802 | +8.2% | 0.02% | +5.6% |
| Q2 2020 | $427,000 | -14.8% | 2,590 | -25.7% | 0.02% | -28.0% |
| Q1 2020 | $501,000 | -43.8% | 3,484 | -13.2% | 0.02% | -32.4% |
| Q4 2019 | $891,000 | -4.9% | 4,013 | -3.8% | 0.04% | -19.6% |
| Q3 2019 | $937,000 | -2.3% | 4,172 | -6.9% | 0.05% | -23.3% |
| Q2 2019 | $959,000 | +1.1% | 4,479 | -5.8% | 0.06% | -34.1% |
| Q1 2019 | $949,000 | +3.9% | 4,757 | -10.0% | 0.09% | +30.0% |
| Q4 2018 | $913,000 | -21.6% | 5,284 | -1.8% | 0.07% | -23.1% |
| Q3 2018 | $1,165,000 | +7.7% | 5,382 | -4.2% | 0.09% | -10.8% |
| Q2 2018 | $1,082,000 | -13.9% | 5,620 | -11.5% | 0.10% | -15.7% |
| Q1 2018 | $1,257,000 | -15.7% | 6,349 | -19.9% | 0.12% | -22.9% |
| Q4 2017 | $1,491,000 | -14.1% | 7,924 | -18.7% | 0.16% | -21.5% |
| Q3 2017 | $1,736,000 | -16.5% | 9,750 | -26.2% | 0.20% | -21.6% |
| Q2 2017 | $2,079,000 | – | 13,211 | – | 0.26% | – |
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% |