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 | $1,726,660 | -7.2% | 16,294 | +2.2% | 0.21% | -7.1% |
| Q2 2023 | $1,859,820 | -1.5% | 15,941 | -2.8% | 0.23% | -19.6% |
| Q1 2023 | $1,887,819 | +18.4% | 16,404 | +15.1% | 0.28% | -6.6% |
| Q4 2022 | $1,593,857 | +24.7% | 14,249 | +1.7% | 0.30% | +11.9% |
| Q3 2022 | $1,278,000 | +248.2% | 14,012 | +292.1% | 0.27% | +327.0% |
| Q4 2021 | $367,000 | -1.1% | 3,574 | +0.3% | 0.06% | -12.5% |
| Q3 2021 | $371,000 | -4.9% | 3,563 | +0.0% | 0.07% | -4.0% |
| Q2 2021 | $390,000 | +5.7% | 3,562 | +0.5% | 0.08% | -6.2% |
| Q1 2021 | $369,000 | -10.9% | 3,546 | -18.8% | 0.08% | +8.1% |
| Q4 2020 | $414,000 | – | 4,369 | – | 0.07% | – |
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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% |