ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 537 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $459,347 | +6.3% | 3,479 | +6.2% | 0.08% | +2.7% |
| Q1 2024 | $432,305 | +7.9% | 3,277 | +3.5% | 0.07% | 0.0% |
| Q4 2023 | $400,707 | +21.2% | 3,165 | +1.4% | 0.07% | +15.6% |
| Q3 2023 | $330,704 | -4.3% | 3,121 | +5.4% | 0.06% | +4.9% |
| Q2 2023 | $345,429 | -0.2% | 2,961 | -1.6% | 0.06% | -10.3% |
| Q1 2023 | $346,287 | +18.3% | 3,009 | +15.0% | 0.07% | +9.7% |
| Q4 2022 | $292,752 | -51.7% | 2,617 | -60.6% | 0.06% | -47.5% |
| Q3 2022 | $606,000 | +139.5% | 6,647 | +160.5% | 0.12% | +372.0% |
| Q2 2022 | $253,000 | -25.1% | 2,552 | -16.3% | 0.02% | -13.8% |
| Q1 2022 | $338,000 | +11.6% | 3,050 | +3.4% | 0.03% | +16.0% |
| Q4 2021 | $303,000 | -1.3% | 2,949 | +0.0% | 0.02% | -7.4% |
| Q3 2021 | $307,000 | – | 2,948 | – | 0.03% | – |
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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% |