ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,713 | +88.4% | 6,027 | +107.5% | 0.04% | +91.3% |
| Q2 2023 | $338,970 | -38.9% | 2,905 | -39.8% | 0.02% | -42.5% |
| Q1 2023 | $555,078 | +35.5% | 4,823 | +31.7% | 0.04% | +25.0% |
| Q4 2022 | $409,604 | -18.9% | 3,662 | -19.6% | 0.03% | -20.0% |
| Q1 2022 | $505,000 | +1.2% | 4,557 | +0.5% | 0.04% | -9.1% |
| Q4 2021 | $499,000 | 0.0% | 4,536 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $499,000 | -16.3% | 4,536 | +25.4% | 0.04% | -48.8% |
| Q2 2020 | $596,000 | -37.0% | 3,617 | -15.1% | 0.09% | -64.2% |
| Q4 2019 | $946,000 | -46.6% | 4,258 | -46.0% | 0.24% | -50.6% |
| Q3 2019 | $1,773,000 | +275.6% | 7,890 | +188.5% | 0.49% | +180.9% |
| Q4 2018 | $472,000 | +6642.9% | 2,735 | +7097.4% | 0.17% | +5666.7% |
| Q3 2018 | $7,000 | -98.9% | 38 | -98.8% | 0.00% | -98.6% |
| Q1 2018 | $612,000 | +53.8% | 3,090 | +46.0% | 0.21% | +49.3% |
| Q4 2017 | $398,000 | -99.9% | 2,116 | +13.5% | 0.14% | +8.4% |
| Q3 2017 | $331,867,000 | – | 1,864 | – | 0.13% | – |
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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% |