ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $999,524 | -50.8% | 9,432 | -45.9% | 0.04% | -49.3% |
| Q2 2023 | $2,032,992 | +4.5% | 17,425 | +3.1% | 0.08% | -1.3% |
| Q1 2023 | $1,944,531 | +359332.7% | 16,897 | +249.5% | 0.08% | +153.3% |
| Q4 2022 | $541 | -99.9% | 4,834 | +16.0% | 0.03% | +30.4% |
| Q3 2022 | $380,000 | -21.8% | 4,166 | -15.0% | 0.02% | +15.0% |
| Q2 2022 | $486,000 | -10.7% | 4,902 | -0.2% | 0.02% | +33.3% |
| Q1 2022 | $544,000 | +17.5% | 4,910 | +9.1% | 0.02% | +50.0% |
| Q4 2021 | $463,000 | 0.0% | 4,501 | +1.4% | 0.01% | -16.7% |
| Q3 2021 | $463,000 | -15.8% | 4,438 | -11.6% | 0.01% | -20.0% |
| Q2 2021 | $550,000 | -9.2% | 5,019 | -13.8% | 0.02% | -6.2% |
| Q1 2021 | $606,000 | – | 5,820 | – | 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% |