ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,766,515 | +3.6% | 16,670 | +14.1% | 0.03% | +6.9% |
| Q2 2023 | $1,705,232 | +98354.5% | 14,616 | -2.9% | 0.03% | -19.4% |
| Q1 2023 | $1,732 | +18.3% | 15,049 | +15.0% | 0.04% | -10.0% |
| Q4 2022 | $1,464 | -99.9% | 13,085 | +3.7% | 0.04% | +8.1% |
| Q3 2022 | $1,151,000 | -4.4% | 12,624 | +4.0% | 0.04% | 0.0% |
| Q2 2022 | $1,204,000 | +137.0% | 12,142 | +164.5% | 0.04% | +131.2% |
| Q1 2022 | $508,000 | +4.3% | 4,590 | -3.1% | 0.02% | +14.3% |
| Q4 2021 | $487,000 | -4.7% | 4,737 | -3.3% | 0.01% | -17.6% |
| Q3 2021 | $511,000 | – | 4,899 | – | 0.02% | – |
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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% |