ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 421 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,923 | +0.1% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $7,916 | +4.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $7,596 | +19.5% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $6,358 | -9.2% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,000 | +1.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,905 | +23.5% | 60 | +20.0% | 0.00% | 0.0% |
| Q4 2022 | $5,593 | +11.9% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $5,000 | +66.7% | 50 | +100.0% | 0.00% | +100.0% |
| Q1 2022 | $3,000 | – | 25 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evolution Wealth Advisors, LLC | 57,480 | $9,105,000 | 2.49% |
| Bell Rock Capital LLC | 12,265 | $1,943,000 | 2.36% |
| Fortis Capital Management LLC | 11,000 | $1,743,000 | 1.38% |
| Game Plan Financial Advisors, LLC | 7,437 | $1,178,000 | 1.18% |
| Joseph P. Lucia & Associates, LLC | 7,256 | $1,149,000 | 1.07% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 13,232 | $2,096,000 | 1.04% |
| Realta Investment Advisors | 18,730 | $2,967,000 | 0.99% |
| Monument Capital Management | 9,082 | $1,439,000 | 0.76% |
| ALTFEST L J & CO INC | 17,799 | $2,820,000 | 0.75% |
| Segment Wealth Management, LLC | 28,106 | $4,452,000 | 0.72% |