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 | $4,851,116 | +1.9% | 36,737 | +1.9% | 2.47% | -6.2% |
| Q1 2024 | $4,758,368 | +7.1% | 36,067 | +2.8% | 2.64% | -4.4% |
| Q4 2023 | $4,443,659 | +29.8% | 35,100 | +8.6% | 2.76% | +11.8% |
| Q3 2023 | $3,424,245 | -9.1% | 32,313 | +0.1% | 2.46% | -6.2% |
| Q2 2023 | $3,767,781 | +25.1% | 32,294 | +23.4% | 2.63% | +5.3% |
| Q1 2023 | $3,010,732 | +4.6% | 26,162 | +1.7% | 2.50% | -2.3% |
| Q4 2022 | $2,878,942 | +44.2% | 25,737 | +17.6% | 2.56% | +28.3% |
| Q3 2022 | $1,996,000 | +42.8% | 21,893 | +55.3% | 1.99% | +46.8% |
| Q2 2022 | $1,398,000 | -3.5% | 14,100 | +7.8% | 1.36% | +10.8% |
| Q1 2022 | $1,449,000 | +23.7% | 13,078 | +14.8% | 1.22% | +26.0% |
| Q4 2021 | $1,171,000 | -60.5% | 11,395 | -59.9% | 0.97% | -65.8% |
| Q3 2021 | $2,961,000 | -5.2% | 28,405 | -0.4% | 2.84% | +2.9% |
| Q2 2021 | $3,124,000 | -10.2% | 28,520 | -14.6% | 2.76% | -12.0% |
| Q1 2021 | $3,477,000 | +23.8% | 33,394 | +12.6% | 3.14% | +4.3% |
| Q4 2020 | $2,809,000 | – | 29,660 | – | 3.01% | – |
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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% |