ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 547 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,361,514 | +7.2% | 17,883 | +7.1% | 0.08% | +107.5% |
| Q1 2024 | $2,202,084 | +73.8% | 16,691 | +60.3% | 0.04% | -4.8% |
| Q4 2023 | $1,267,043 | +26.8% | 10,410 | +10.4% | 0.04% | +10.5% |
| 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 ↓ |
|---|---|---|---|
| 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% |