ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,600,447 | -10.1% | 33,976 | -1.0% | 0.80% | -6.2% |
| Q2 2023 | $4,003,775 | -2.9% | 34,317 | -4.2% | 0.85% | -4.6% |
| Q1 2023 | $4,123,662 | +449.8% | 35,833 | +961.7% | 0.89% | +412.6% |
| Q4 2019 | $750,000 | -51.9% | 3,375 | -51.4% | 0.17% | -7.9% |
| Q3 2019 | $1,560,000 | +113.7% | 6,942 | +103.7% | 0.19% | +10.5% |
| Q2 2019 | $730,000 | +16.2% | 3,408 | +8.2% | 0.17% | +11.0% |
| Q1 2019 | $628,000 | +14.2% | 3,149 | -1.1% | 0.15% | 0.0% |
| Q4 2018 | $550,000 | -20.9% | 3,184 | -0.8% | 0.15% | -21.4% |
| Q3 2018 | $695,000 | +13.9% | 3,210 | +1.2% | 0.20% | +7.1% |
| Q2 2018 | $610,000 | -0.3% | 3,172 | +2.6% | 0.18% | -3.7% |
| Q1 2018 | $612,000 | +0.8% | 3,091 | -4.2% | 0.19% | -4.0% |
| Q4 2017 | $607,000 | -1.6% | 3,225 | -7.0% | 0.20% | +4.8% |
| Q3 2017 | $617,000 | +11.6% | 3,467 | -1.3% | 0.19% | -2.1% |
| Q2 2017 | $553,000 | +7.0% | 3,513 | +1.1% | 0.19% | +5.5% |
| Q1 2017 | $517,000 | +0.6% | 3,475 | -5.1% | 0.18% | -5.7% |
| Q4 2016 | $514,000 | -38.8% | 3,660 | -20.2% | 0.19% | -36.0% |
| Q3 2016 | $840,000 | +56.4% | 4,585 | +6.7% | 0.30% | +55.4% |
| Q2 2016 | $537,000 | +18.3% | 4,296 | +10.5% | 0.20% | +18.2% |
| Q1 2016 | $454,000 | +31.6% | 3,887 | +33.2% | 0.16% | +35.2% |
| Q4 2015 | $345,000 | – | 2,919 | – | 0.12% | – |
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% |