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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $650,701 | -0.1% | 4,928 | -0.2% | 0.02% | 0.0% |
| Q1 2024 | $651,246 | -5.8% | 4,936 | -9.6% | 0.02% | -14.3% |
| Q4 2023 | $691,384 | +19.7% | 5,461 | +0.2% | 0.03% | 0.0% |
| Q3 2023 | $577,749 | -15.4% | 5,452 | -6.8% | 0.03% | -9.7% |
| Q2 2023 | $682,520 | -1.6% | 5,850 | -3.0% | 0.03% | -13.9% |
| Q1 2023 | $693,933 | -6.4% | 6,030 | -9.1% | 0.04% | -10.0% |
| Q4 2022 | $741,744 | +22.6% | 6,631 | -0.1% | 0.04% | +8.1% |
| Q3 2022 | $605,000 | -11.0% | 6,639 | -3.2% | 0.04% | -2.6% |
| Q2 2022 | $680,000 | -10.9% | 6,860 | -0.4% | 0.04% | 0.0% |
| Q1 2022 | $763,000 | +41.0% | 6,891 | +31.0% | 0.04% | +46.2% |
| Q4 2021 | $541,000 | +82.8% | 5,259 | +94.8% | 0.03% | +62.5% |
| Q2 2021 | $296,000 | -15.2% | 2,699 | -19.4% | 0.02% | -23.8% |
| Q1 2021 | $349,000 | +12.6% | 3,348 | +2.4% | 0.02% | 0.0% |
| Q4 2020 | $310,000 | -47.7% | 3,268 | -12.8% | 0.02% | -32.3% |
| Q3 2020 | $593,000 | +118.0% | 3,748 | +127.2% | 0.03% | +29.2% |
| Q2 2020 | $272,000 | – | 1,650 | – | 0.02% | – |
Download | ||||||
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% |