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 | $211,940 | -9.2% | 2,000 | 0.0% | 0.13% | -6.4% |
| Q2 2023 | $233,340 | +1.4% | 2,000 | 0.0% | 0.14% | +6.0% |
| Q1 2023 | $230,160 | +2.9% | 2,000 | 0.0% | 0.13% | -0.7% |
| Q4 2022 | $223,720 | +0.8% | 2,000 | 0.0% | 0.13% | +83.6% |
| Q1 2022 | $222,000 | +7.8% | 2,000 | 0.0% | 0.07% | -6.4% |
| Q4 2021 | $206,000 | -1.0% | 2,000 | 0.0% | 0.08% | -8.2% |
| Q3 2021 | $208,000 | -5.0% | 2,000 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $219,000 | +4.8% | 2,000 | 0.0% | 0.08% | +3.7% |
| Q1 2021 | $209,000 | -5.9% | 2,000 | +100.0% | 0.08% | -41.0% |
| Q4 2019 | $222,000 | – | 1,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bluesphere Advisors, LLC | 28,405 | $2,961,000 | 2.84% |
| ALTFEST L J & CO INC | 56,006 | $5,838,000 | 1.22% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 22,209 | $2,315,000 | 1.01% |
| Game Plan Financial Advisors, LLC | 14,771 | $1,540,000 | 0.92% |
| BigSur Wealth Management LLC | 18,750 | $1,955,000 | 0.88% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 44,300 | $4,618,000 | 0.84% |
| Family Legacy, Inc. | 14,132 | $1,523,000 | 0.68% |
| WESPAC Advisors SoCal, LLC | 18,741 | $1,989,000 | 0.65% |
| BCK CAPITAL MANAGEMENT LP | 10,352 | $1,079,000 | 0.64% |
| Joseph P. Lucia & Associates, LLC | 10,056 | $1,048,000 | 0.62% |