ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 370 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $257,101 | -4.2% | 1,947 | -4.3% | 0.03% | -6.2% |
| Q1 2024 | $268,346 | +4.4% | 2,034 | +0.2% | 0.03% | -3.0% |
| Q4 2023 | $256,998 | +25.9% | 2,030 | +5.3% | 0.03% | +13.8% |
| Q3 2023 | $204,204 | -1.6% | 1,927 | +8.4% | 0.03% | +3.6% |
| Q2 2023 | $207,439 | -0.5% | 1,778 | -1.9% | 0.03% | -3.4% |
| Q1 2023 | $208,525 | -23.1% | 1,812 | +48.6% | 0.03% | -23.7% |
| Q4 2019 | $271,000 | -1.5% | 1,219 | -0.5% | 0.04% | -11.6% |
| Q3 2019 | $275,000 | -17.2% | 1,225 | -21.0% | 0.04% | +2.4% |
| Q2 2019 | $332,000 | +8.5% | 1,550 | +1.2% | 0.04% | -2.3% |
| Q1 2019 | $306,000 | +16.3% | 1,532 | +0.7% | 0.04% | -2.3% |
| Q4 2018 | $263,000 | -17.8% | 1,522 | +2.9% | 0.04% | -6.4% |
| Q3 2018 | $320,000 | +57.6% | 1,479 | +44.4% | 0.05% | +27.0% |
| Q1 2018 | $203,000 | – | 1,024 | – | 0.04% | – |
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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% |