ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,329 | -10.9% | 4,561 | -1.9% | 0.45% | -5.3% |
| Q2 2023 | $542,632 | +1.9% | 4,651 | +0.5% | 0.47% | +6.1% |
| Q1 2023 | $532,360 | +2.4% | 4,626 | -0.4% | 0.44% | +4.2% |
| Q4 2022 | $519,702 | +24.0% | 4,646 | +1.0% | 0.43% | +43.4% |
| Q3 2022 | $419,000 | -19.3% | 4,601 | -1.8% | 0.30% | +4.9% |
| Q1 2022 | $519,000 | +6.6% | 4,686 | -1.3% | 0.28% | +10.1% |
| Q4 2021 | $487,000 | -6.7% | 4,746 | -5.4% | 0.26% | -12.0% |
| Q3 2021 | $522,000 | -10.3% | 5,015 | -5.6% | 0.29% | -8.8% |
| Q2 2021 | $582,000 | +1.7% | 5,315 | -3.3% | 0.32% | -4.2% |
| Q1 2021 | $572,000 | +1.6% | 5,495 | -7.6% | 0.33% | -4.8% |
| Q4 2020 | $563,000 | +12.6% | 5,945 | +88.1% | 0.35% | -1.4% |
| Q3 2020 | $500,000 | -15.1% | 3,160 | -11.7% | 0.36% | -26.0% |
| Q2 2020 | $589,000 | +15.0% | 3,580 | +0.4% | 0.48% | -10.6% |
| Q1 2020 | $512,000 | -34.9% | 3,565 | +0.5% | 0.54% | -18.1% |
| Q4 2019 | $787,000 | – | 3,547 | – | 0.66% | – |
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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% |