ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,872 | -58.2% | 7,935 | -53.9% | 0.23% | -52.6% |
| Q2 2023 | $2,010,224 | -8.2% | 17,230 | -9.4% | 0.48% | -8.4% |
| Q1 2023 | $2,189,742 | +34.5% | 19,028 | +30.7% | 0.52% | +29.3% |
| Q4 2022 | $1,628,355 | -44.8% | 14,557 | -55.0% | 0.40% | -50.1% |
| Q3 2022 | $2,949,000 | +3.4% | 32,338 | +12.5% | 0.81% | +8.2% |
| Q2 2022 | $2,851,000 | +137.0% | 28,747 | +430.8% | 0.75% | +66.5% |
| Q4 2019 | $1,203,000 | -34.7% | 5,416 | -33.9% | 0.45% | -39.6% |
| Q3 2019 | $1,841,000 | -24.8% | 8,191 | -28.3% | 0.74% | -26.6% |
| Q2 2019 | $2,448,000 | +19.4% | 11,427 | +11.3% | 1.01% | +18.5% |
| Q1 2019 | $2,050,000 | +46.3% | 10,270 | +26.7% | 0.85% | +32.2% |
| Q4 2018 | $1,401,000 | – | 8,103 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bluesphere Advisors, LLC | 28,405 | $2,961,000 | 2.84% |
| ALTFEST L J & CO INC | 56,006 | $5,838,000 | 1.22% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 22,209 | $2,315,000 | 1.01% |
| Game Plan Financial Advisors, LLC | 14,771 | $1,540,000 | 0.92% |
| BigSur Wealth Management LLC | 18,750 | $1,955,000 | 0.88% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 44,300 | $4,618,000 | 0.84% |
| Family Legacy, Inc. | 14,132 | $1,523,000 | 0.68% |
| WESPAC Advisors SoCal, LLC | 18,741 | $1,989,000 | 0.65% |
| BCK CAPITAL MANAGEMENT LP | 10,352 | $1,079,000 | 0.64% |
| Joseph P. Lucia & Associates, LLC | 10,056 | $1,048,000 | 0.62% |