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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,343 | -8.0% | 6,684 | +1.3% | 0.18% | -0.6% |
| Q2 2023 | $769,715 | +7.8% | 6,597 | +6.4% | 0.18% | -1.1% |
| Q1 2023 | $713,796 | +1.9% | 6,203 | -0.9% | 0.18% | -12.6% |
| Q4 2022 | $700,365 | +19.5% | 6,261 | -2.6% | 0.21% | +3.5% |
| Q3 2022 | $586,000 | +14.9% | 6,427 | +25.0% | 0.20% | +25.2% |
| Q2 2022 | $510,000 | -56.6% | 5,140 | -51.5% | 0.16% | -46.5% |
| Q1 2022 | $1,174,000 | +4.7% | 10,597 | -2.9% | 0.30% | +10.4% |
| Q4 2021 | $1,121,000 | -9.0% | 10,908 | -7.7% | 0.27% | -26.5% |
| Q3 2021 | $1,232,000 | -22.8% | 11,817 | -18.9% | 0.37% | -7.8% |
| Q2 2021 | $1,596,000 | +1.6% | 14,567 | -2.3% | 0.40% | +0.5% |
| Q1 2021 | $1,571,000 | +17.3% | 14,910 | +8.4% | 0.40% | +8.2% |
| Q4 2020 | $1,339,000 | – | 13,751 | – | 0.36% | – |
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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% |