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 | $472,657 | -1.1% | 3,579 | -1.2% | 0.03% | -3.1% |
| Q1 2024 | $477,969 | +53.0% | 3,623 | +46.9% | 0.03% | +39.1% |
| Q4 2023 | $312,374 | +8.9% | 2,467 | -8.8% | 0.02% | 0.0% |
| Q3 2023 | $286,779 | -9.4% | 2,706 | -0.3% | 0.02% | -8.0% |
| Q2 2023 | $316,552 | +0.2% | 2,713 | -1.2% | 0.02% | -7.4% |
| Q1 2023 | $315,875 | +125247.2% | 2,745 | +21.8% | 0.03% | +17.4% |
| Q4 2022 | $252 | -99.9% | 2,254 | -0.7% | 0.02% | +4.5% |
| Q3 2022 | $207,000 | -23.9% | 2,271 | -17.2% | 0.02% | -8.3% |
| Q2 2022 | $272,000 | – | 2,743 | – | 0.02% | – |
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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% |