ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $336 | -17.4% | 2,654 | -30.8% | 0.03% | -23.5% |
| Q3 2023 | $407 | -22.8% | 3,837 | -15.1% | 0.03% | +17.2% |
| Q2 2023 | $527 | +27.6% | 4,520 | +22.5% | 0.03% | +61.1% |
| Q1 2023 | $413 | 0.0% | 3,690 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $413 | -99.9% | 3,690 | +10.0% | 0.02% | +28.6% |
| Q3 2022 | $306,000 | +33.0% | 3,355 | +212.7% | 0.01% | +55.6% |
| Q2 2019 | $230,000 | -5.3% | 1,073 | -12.0% | 0.01% | -10.0% |
| Q1 2019 | $243,000 | -41.2% | 1,219 | -36.1% | 0.01% | -33.3% |
| Q3 2018 | $413,000 | -6.6% | 1,908 | -14.5% | 0.02% | +15.4% |
| Q1 2018 | $442,000 | +30.8% | 2,232 | +24.3% | 0.01% | +44.4% |
| Q4 2017 | $338,000 | +6.6% | 1,796 | +0.7% | 0.01% | 0.0% |
| Q3 2017 | $317,000 | -0.9% | 1,783 | -12.4% | 0.01% | 0.0% |
| Q2 2017 | $320,000 | -60.1% | 2,036 | -62.2% | 0.01% | -64.0% |
| Q1 2017 | $802,000 | – | 5,390 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 30,615 | $4,404,000 | 4.62% |
| STRATEGIC WEALTH MANAGEMENT INC | 22,582 | $3,248,000 | 4.30% |
| Vishria Bird Financial Group, LLC | 24,039 | $3,458,000 | 3.62% |
| Bell Rock Capital LLC | 15,303 | $2,201,000 | 3.42% |
| Evolution Wealth Advisors, LLC | 47,976 | $6,901,000 | 2.79% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 21,022 | $3,024,000 | 2.67% |
| Spectrum Wealth Advisory Group, LLC | 7,630 | $1,054,000 | 2.28% |
| Gerber Kawasaki Wealth & Investment Management | 42,350 | $6,092,000 | 1.73% |
| Realta Investment Advisors | 21,650 | $3,114,000 | 1.34% |
| Black Swift Group, LLC | 9,100 | $1,309,000 | 1.30% |