ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,006 | +1.4% | 1,800 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $207,144 | +2.9% | 1,800 | 0.0% | 0.06% | -3.0% |
| Q4 2022 | $201,348 | -8.1% | 1,800 | -15.4% | 0.07% | +8.2% |
| Q4 2021 | $219,000 | +9.5% | 2,128 | +136.4% | 0.06% | -32.2% |
| Q4 2019 | $200,000 | -1.0% | 900 | 0.0% | 0.09% | -9.1% |
| Q3 2019 | $202,000 | -15.1% | 900 | -18.2% | 0.10% | -24.4% |
| Q3 2018 | $238,000 | +12.3% | 1,100 | 0.0% | 0.13% | +1.6% |
| Q2 2018 | $212,000 | -2.8% | 1,100 | 0.0% | 0.13% | -1.5% |
| Q1 2018 | $218,000 | +5.3% | 1,100 | 0.0% | 0.13% | -0.8% |
| Q4 2017 | $207,000 | – | 1,100 | – | 0.13% | – |
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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% |