Rockefeller Capital Management L.P. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 513 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,543,422
-12.5%
155,572
-12.6%
0.06%
-15.9%
Q1 2024$23,473,252
+46.0%
177,921
+40.1%
0.07%
+27.8%
Q4 2023$16,078,000
+29.1%
126,998
+8.1%
0.05%
+12.5%
Q3 2023$12,455,112
+20.6%
117,534
+32.7%
0.05%
+20.0%
Q2 2023$10,331,385
+103618.4%
88,552
+2.3%
0.04%
-7.0%
Q1 2023$9,961
+37.8%
86,564
+33.9%
0.04%
+19.4%
Q4 2022$7,230
-99.9%
64,646
+5.6%
0.04%
+24.1%
Q3 2022$5,583,000
-34.0%
61,224
-28.2%
0.03%
-35.6%
Q2 2022$8,457,000
+3.2%
85,294
+15.3%
0.04%
+12.5%
Q1 2022$8,198,000
+38.3%
73,998
+28.3%
0.04%
+42.9%
Q4 2021$5,929,000
+2.9%
57,694
+4.4%
0.03%
-6.7%
Q3 2021$5,761,000
-4.3%
55,274
+0.6%
0.03%
-11.8%
Q2 2021$6,018,000
+93.5%
54,945
+83.9%
0.03%
+61.9%
Q1 2021$3,110,000
+33.2%
29,875
+21.2%
0.02%
+16.7%
Q4 2020$2,334,000
+27.5%
24,642
+113.2%
0.02%
+5.9%
Q3 2020$1,830,000
+10.1%
11,558
+14.5%
0.02%0.0%
Q2 2020$1,662,000
+3.5%
10,093
-9.6%
0.02%
-19.0%
Q1 2020$1,606,000
+1116.7%
11,162
+1779.1%
0.02%
+950.0%
Q4 2019$132,000
+50.0%
594
+51.5%
0.00%
+100.0%
Q3 2019$88,000
-20.7%
392
-24.5%
0.00%
-50.0%
Q2 2019$111,000
+16.8%
519
+8.8%
0.00%
+100.0%
Q1 2019$95,0004770.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders