ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,850 | +24.6% | 2,990 | +37.2% | 0.08% | +26.2% |
| Q2 2023 | $254,341 | +6.3% | 2,180 | +4.8% | 0.06% | 0.0% |
| Q1 2023 | $239,366 | -21.0% | 2,080 | -23.2% | 0.06% | -18.8% |
| Q4 2022 | $303,029 | -7.8% | 2,709 | -24.9% | 0.08% | -14.9% |
| Q3 2022 | $328,740 | -1.9% | 3,605 | +6.7% | 0.09% | +1.1% |
| Q2 2022 | $335,195 | +16.9% | 3,380 | +30.6% | 0.09% | +31.0% |
| Q1 2022 | $286,835 | +7.8% | 2,589 | 0.0% | 0.07% | +4.4% |
| Q4 2021 | $266,097 | -2.2% | 2,589 | -0.8% | 0.07% | -12.8% |
| Q3 2021 | $271,962 | -4.8% | 2,609 | 0.0% | 0.08% | -6.0% |
| Q2 2021 | $285,764 | +5.2% | 2,609 | 0.0% | 0.08% | -5.7% |
| Q1 2021 | $271,623 | +13.4% | 2,609 | +3.2% | 0.09% | +3.5% |
| Q4 2020 | $239,547 | +18.8% | 2,529 | +98.7% | 0.08% | +3.7% |
| Q3 2020 | $201,656 | -11.9% | 1,273 | -8.6% | 0.08% | -22.6% |
| Q2 2020 | $229,000 | +14.5% | 1,393 | 0.0% | 0.11% | 0.0% |
| Q1 2020 | $200,000 | -35.3% | 1,393 | 0.0% | 0.11% | -20.9% |
| Q4 2019 | $309,000 | -1.3% | 1,393 | 0.0% | 0.13% | -8.8% |
| Q3 2019 | $313,000 | -32.8% | 1,393 | -35.9% | 0.15% | -26.5% |
| Q2 2019 | $466,000 | +7.6% | 2,173 | +0.1% | 0.20% | -12.7% |
| Q1 2019 | $433,000 | +27.4% | 2,171 | +10.3% | 0.23% | +9.0% |
| Q4 2018 | $340,000 | – | 1,969 | – | 0.21% | – |
Download | ||||||
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% |