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 | $4,555,996 | -2.1% | 34,502 | -2.2% | 2.60% | -6.2% |
| Q1 2024 | $4,651,991 | +7.2% | 35,261 | +2.8% | 2.78% | -2.9% |
| Q4 2023 | $4,341,377 | +53.2% | 34,292 | +28.3% | 2.86% | +41.5% |
| Q3 2023 | $2,833,169 | -3.7% | 26,736 | +6.0% | 2.02% | -0.1% |
| Q2 2023 | $2,943,330 | -17.3% | 25,228 | -18.4% | 2.02% | -21.1% |
| Q1 2023 | $3,558,938 | -3.8% | 30,926 | -6.5% | 2.57% | -11.8% |
| Q4 2022 | $3,700,233 | +16.5% | 33,079 | +0.1% | 2.91% | +7.7% |
| Q3 2022 | $3,175,000 | +10.9% | 33,059 | +14.6% | 2.70% | +8.0% |
| Q2 2022 | $2,862,000 | -38.2% | 28,857 | -31.0% | 2.50% | -28.8% |
| Q1 2022 | $4,634,000 | – | 41,828 | – | 3.52% | – |
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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% |