ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 321 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $805,723 | -2.8% | 6,102 | -2.9% | 0.38% | -3.4% |
| Q1 2024 | $828,938 | +7.2% | 6,283 | +2.9% | 0.39% | -4.7% |
| Q4 2023 | $773,112 | +19.8% | 6,107 | +0.3% | 0.41% | +2.5% |
| Q3 2023 | $645,415 | +13.3% | 6,091 | +24.7% | 0.40% | +16.1% |
| Q2 2023 | $569,646 | +5.5% | 4,883 | +4.0% | 0.34% | -0.9% |
| Q1 2023 | $540,064 | +7.1% | 4,693 | +4.1% | 0.34% | 0.0% |
| Q4 2022 | $504,187 | +26.4% | 4,507 | +3.1% | 0.34% | +10.6% |
| Q3 2022 | $399,000 | -9.5% | 4,371 | -1.8% | 0.31% | -1.9% |
| Q2 2022 | $441,000 | -10.4% | 4,451 | +0.2% | 0.32% | +1.9% |
| Q1 2022 | $492,000 | +7.4% | 4,442 | -0.3% | 0.31% | +10.6% |
| Q4 2021 | $458,000 | -2.6% | 4,457 | 0.0% | 0.28% | -8.1% |
| Q3 2021 | $470,000 | – | 4,457 | – | 0.31% | – |
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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% |