ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,917 | -15.2% | 2,061 | -6.8% | 0.04% | -14.0% |
| Q2 2023 | $258,012 | -10.5% | 2,211 | -11.8% | 0.05% | -16.7% |
| Q1 2023 | $288,383 | +11.9% | 2,506 | +8.8% | 0.06% | +1.7% |
| Q4 2022 | $257,758 | +28.2% | 2,304 | +4.3% | 0.06% | +22.9% |
| Q3 2022 | $201,000 | -7.8% | 2,209 | +12.1% | 0.05% | +6.7% |
| Q1 2022 | $218,000 | -33.5% | 1,970 | -34.2% | 0.04% | -40.0% |
| Q2 2021 | $328,000 | +13.5% | 2,994 | +7.5% | 0.08% | +7.1% |
| Q1 2021 | $289,000 | +5.9% | 2,786 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $273,000 | +21.3% | 2,786 | +96.5% | 0.07% | -10.4% |
| Q3 2020 | $225,000 | -7.0% | 1,418 | 0.0% | 0.08% | -9.4% |
| Q2 2020 | $242,000 | +14.7% | 1,418 | -3.3% | 0.08% | -13.3% |
| Q1 2020 | $211,000 | -35.3% | 1,467 | +0.1% | 0.10% | -22.8% |
| Q4 2019 | $326,000 | -6.6% | 1,466 | -5.5% | 0.13% | -15.3% |
| Q3 2019 | $349,000 | +12.9% | 1,551 | +6.2% | 0.15% | +10.3% |
| Q2 2019 | $309,000 | -15.6% | 1,460 | -20.4% | 0.14% | -18.6% |
| Q1 2019 | $366,000 | -69.7% | 1,835 | -69.0% | 0.17% | -69.2% |
| Q4 2018 | $1,208,000 | – | 5,920 | – | 0.54% | – |
Download | ||||||
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% |