ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 503 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,629 | -11.5% | 2,752 | -2.6% | 0.12% | -9.1% |
| Q2 2023 | $329,593 | +0.6% | 2,825 | -0.7% | 0.13% | +1.5% |
| Q1 2023 | $327,518 | +3.2% | 2,846 | +0.4% | 0.13% | -2.3% |
| Q4 2022 | $317,235 | +13.3% | 2,836 | +0.4% | 0.13% | +11.8% |
| Q3 2022 | $280,000 | 0.0% | 2,825 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $280,000 | -6.4% | 2,825 | +4.6% | 0.12% | +6.2% |
| Q1 2022 | $299,000 | -13.8% | 2,700 | -20.0% | 0.11% | -13.8% |
| Q4 2021 | $347,000 | -14.7% | 3,375 | -13.6% | 0.13% | -14.5% |
| Q3 2021 | $407,000 | -7.3% | 3,905 | -2.6% | 0.15% | -5.0% |
| Q2 2021 | $439,000 | +2.8% | 4,008 | -2.3% | 0.16% | -8.0% |
| Q1 2021 | $427,000 | +9.8% | 4,104 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $389,000 | +14.1% | 4,104 | +90.7% | 0.17% | -2.9% |
| Q3 2020 | $341,000 | -21.1% | 2,152 | -18.0% | 0.18% | -28.6% |
| Q2 2020 | $432,000 | -14.6% | 2,623 | -25.5% | 0.24% | -30.2% |
| Q1 2020 | $506,000 | -41.9% | 3,521 | -10.2% | 0.35% | -37.8% |
| Q4 2019 | $871,000 | +22.2% | 3,923 | +23.6% | 0.56% | +9.9% |
| Q3 2019 | $713,000 | +24.2% | 3,173 | -4.5% | 0.51% | -2.1% |
| Q2 2019 | $574,000 | -10.3% | 3,322 | +7.6% | 0.52% | +28.7% |
| Q1 2019 | $640,000 | +11.5% | 3,088 | -7.0% | 0.41% | -6.7% |
| Q4 2018 | $574,000 | – | 3,322 | – | 0.44% | – |
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% |