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 | $352,299 | +0.5% | 2,668 | +0.4% | 0.03% | -6.5% |
| Q1 2024 | $350,535 | +1.4% | 2,657 | -2.6% | 0.03% | -8.8% |
| Q4 2023 | $345,549 | +21.6% | 2,729 | +1.8% | 0.03% | +3.0% |
| Q3 2023 | $284,123 | -9.3% | 2,681 | -0.2% | 0.03% | -5.7% |
| Q2 2023 | $313,397 | +3.1% | 2,686 | +1.7% | 0.04% | -10.3% |
| Q1 2023 | $304,078 | +3.0% | 2,642 | +0.1% | 0.04% | -4.9% |
| Q4 2022 | $295,240 | +22.5% | 2,639 | -0.1% | 0.04% | +13.9% |
| Q3 2022 | $241,000 | -11.4% | 2,642 | -3.8% | 0.04% | -5.3% |
| Q2 2022 | $272,000 | -10.2% | 2,747 | +0.6% | 0.04% | 0.0% |
| Q1 2022 | $303,000 | +10.6% | 2,731 | +2.3% | 0.04% | +15.2% |
| Q4 2021 | $274,000 | -1.4% | 2,669 | 0.0% | 0.03% | -13.2% |
| Q3 2021 | $278,000 | – | 2,669 | – | 0.04% | – |
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% |