ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,990,549 | +86.9% | 17,795 | +52.4% | 1.64% | +82.5% |
| Q3 2022 | $1,065,000 | -7.2% | 11,675 | 0.0% | 0.90% | -2.6% |
| Q2 2022 | $1,148,000 | -25.5% | 11,675 | -21.0% | 0.92% | +0.4% |
| Q3 2021 | $1,540,000 | -4.7% | 14,771 | +0.1% | 0.92% | -4.6% |
| Q2 2021 | $1,616,000 | +3.7% | 14,751 | -1.2% | 0.96% | -4.3% |
| Q1 2021 | $1,559,000 | +11.8% | 14,926 | +1.5% | 1.00% | +1.3% |
| Q4 2020 | $1,395,000 | +18.4% | 14,711 | +97.8% | 0.99% | -16.0% |
| Q3 2020 | $1,178,000 | +14.4% | 7,437 | +3.8% | 1.18% | -2.6% |
| Q1 2020 | $1,030,000 | -37.7% | 7,163 | -3.7% | 1.21% | -21.7% |
| Q4 2019 | $1,652,000 | – | 7,438 | – | 1.55% | – |
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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% |