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 | $2,902,704 | -5.2% | 21,982 | -5.3% | 0.09% | -11.7% |
| Q1 2024 | $3,062,715 | +19.1% | 23,215 | +11.8% | 0.10% | +7.3% |
| Q4 2023 | $2,572,242 | +28.4% | 20,771 | +9.9% | 0.10% | +1.1% |
| Q3 2023 | $2,003,141 | -10.7% | 18,903 | -1.7% | 0.10% | -18.1% |
| Q2 2023 | $2,244,242 | +52.7% | 19,236 | +50.6% | 0.12% | +34.9% |
| Q1 2023 | $1,469,702 | +408.5% | 12,771 | +338.7% | 0.09% | +290.9% |
| Q2 2022 | $289,000 | +9.5% | 2,911 | +22.2% | 0.02% | +22.2% |
| Q1 2022 | $264,000 | -40.3% | 2,382 | -43.8% | 0.02% | -45.5% |
| Q3 2021 | $442,000 | -26.1% | 4,239 | -22.4% | 0.03% | -29.8% |
| Q2 2021 | $598,000 | +162.3% | 5,464 | +149.6% | 0.05% | +123.8% |
| Q1 2021 | $228,000 | -94.2% | 2,189 | -94.7% | 0.02% | -94.3% |
| Q4 2020 | $3,948,000 | +1216.0% | 41,682 | +2100.7% | 0.37% | +985.3% |
| Q3 2020 | $300,000 | -6.2% | 1,894 | -2.6% | 0.03% | -20.9% |
| Q2 2020 | $320,000 | +17.2% | 1,944 | +2.5% | 0.04% | -14.0% |
| Q1 2020 | $273,000 | -54.1% | 1,897 | -29.2% | 0.05% | -38.3% |
| Q4 2019 | $595,000 | +11.2% | 2,679 | +12.6% | 0.08% | -2.4% |
| Q3 2019 | $535,000 | +4.9% | 2,380 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $510,000 | +36.0% | 2,380 | +37.4% | 0.08% | +5.1% |
| Q3 2018 | $375,000 | +26.3% | 1,732 | +12.4% | 0.08% | +16.4% |
| Q2 2018 | $297,000 | -6.3% | 1,541 | -3.9% | 0.07% | -17.3% |
| Q1 2018 | $317,000 | -66.1% | 1,604 | -67.7% | 0.08% | -73.5% |
| Q4 2017 | $935,000 | – | 4,970 | – | 0.31% | – |
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% |