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 | $951,654 | +52.4% | 7,047 | +48.9% | 0.11% | +44.6% |
| Q1 2024 | $624,293 | +12.8% | 4,732 | +8.2% | 0.07% | -5.1% |
| Q4 2023 | $553,496 | +17.6% | 4,372 | -1.4% | 0.08% | -18.8% |
| Q3 2023 | $470,761 | -9.9% | 4,433 | -1.0% | 0.10% | -4.0% |
| Q2 2023 | $522,448 | +13.3% | 4,478 | +11.7% | 0.10% | -32.0% |
| Q1 2023 | $461,241 | +38.1% | 4,008 | +34.2% | 0.15% | +16.7% |
| Q4 2022 | $334,000 | – | 2,986 | – | 0.13% | – |
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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% |