ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,099,150 | +0.3% | 8,324 | +0.2% | 0.10% | -7.2% |
| Q1 2024 | $1,095,673 | +4.4% | 8,305 | +0.2% | 0.11% | -44.8% |
| Q4 2023 | $1,049,292 | +19.9% | 8,288 | +0.3% | 0.20% | +22.6% |
| Q3 2023 | $875,312 | -54.6% | 8,260 | -50.0% | 0.16% | -6.8% |
| Q2 2023 | $1,927,388 | +1.4% | 16,520 | 0.0% | 0.18% | -27.9% |
| Q1 2023 | $1,901,122 | +105.6% | 16,520 | 0.0% | 0.24% | -13.2% |
| Q4 2022 | $924,888 | -59.1% | 16,520 | -33.3% | 0.28% | +42.6% |
| Q3 2022 | $2,259,229 | +37.9% | 24,780 | +50.0% | 0.20% | -12.1% |
| Q2 2022 | $1,638,144 | – | 16,520 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 360 Financial, Inc. | 30,615 | $4,404,000 | 4.62% |
| STRATEGIC WEALTH MANAGEMENT INC | 22,582 | $3,248,000 | 4.30% |
| Vishria Bird Financial Group, LLC | 24,039 | $3,458,000 | 3.62% |
| Bell Rock Capital LLC | 15,303 | $2,201,000 | 3.42% |
| Evolution Wealth Advisors, LLC | 47,976 | $6,901,000 | 2.79% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 21,022 | $3,024,000 | 2.67% |
| Spectrum Wealth Advisory Group, LLC | 7,630 | $1,054,000 | 2.28% |
| Gerber Kawasaki Wealth & Investment Management | 42,350 | $6,092,000 | 1.73% |
| Realta Investment Advisors | 21,650 | $3,114,000 | 1.34% |
| Black Swift Group, LLC | 9,100 | $1,309,000 | 1.30% |