ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,305 | -9.5% | 5,080 | -0.4% | 0.04% | -5.1% |
| Q2 2023 | $594,998 | +1.5% | 5,100 | +0.1% | 0.04% | -2.5% |
| Q1 2023 | $586,489 | -3.6% | 5,096 | -6.3% | 0.04% | -7.0% |
| Q4 2022 | $608,456 | -7.9% | 5,439 | -25.0% | 0.04% | -12.2% |
| Q3 2022 | $661,000 | -13.5% | 7,253 | -5.8% | 0.05% | -12.5% |
| Q2 2022 | $764,000 | -5.8% | 7,701 | +5.2% | 0.06% | +1.8% |
| Q1 2022 | $811,000 | +7.6% | 7,323 | -0.2% | 0.06% | -8.3% |
| Q4 2021 | $754,000 | -5.6% | 7,339 | -4.3% | 0.06% | -14.3% |
| Q3 2021 | $799,000 | -0.4% | 7,666 | +4.7% | 0.07% | -1.4% |
| Q2 2021 | $802,000 | +2.2% | 7,322 | -2.9% | 0.07% | -9.0% |
| Q1 2021 | $785,000 | +4.9% | 7,541 | -4.5% | 0.08% | -10.3% |
| Q4 2020 | $748,000 | +1.2% | 7,895 | +69.2% | 0.09% | -12.1% |
| Q3 2020 | $739,000 | -12.1% | 4,665 | -8.7% | 0.10% | -18.2% |
| Q2 2020 | $841,000 | +10.1% | 5,107 | -3.9% | 0.12% | +0.8% |
| Q1 2020 | $764,000 | -47.1% | 5,313 | -18.2% | 0.12% | -36.5% |
| Q4 2019 | $1,443,000 | -29.0% | 6,499 | -28.1% | 0.19% | -38.0% |
| Q3 2019 | $2,032,000 | +4.9% | 9,043 | -0.1% | 0.30% | 0.0% |
| Q2 2019 | $1,938,000 | +845.4% | 9,049 | +452.4% | 0.30% | +301.3% |
| Q2 2016 | $205,000 | – | 1,638 | – | 0.08% | – |
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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% |