ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,673 | -2.7% | 1,780 | -4.0% | 0.04% | -14.6% |
| Q1 2023 | $213,473 | -18.8% | 1,855 | -21.1% | 0.04% | -31.7% |
| Q4 2022 | $262,871 | +22.8% | 2,350 | 0.0% | 0.06% | +15.4% |
| Q3 2022 | $214,000 | -8.2% | 2,350 | 0.0% | 0.05% | -10.3% |
| Q2 2022 | $233,000 | -10.4% | 2,350 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $260,000 | +519.0% | 2,350 | +487.5% | 0.06% | +409.1% |
| Q1 2021 | $42,000 | +10.5% | 400 | 0.0% | 0.01% | -42.1% |
| Q4 2020 | $38,000 | – | 400 | – | 0.02% | – |
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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% |