ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 34 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,000 | 0.0% | 421 | 0.0% | 0.00% | – |
| Q1 2024 | $13,000 | 0.0% | 421 | 0.0% | 0.00% | – |
| Q4 2023 | $13,000 | +8.3% | 421 | 0.0% | 0.00% | – |
| Q3 2023 | $12,000 | -53.8% | 421 | -53.6% | 0.00% | – |
| Q2 2023 | $26,000 | +8.3% | 908 | +5.2% | 0.00% | – |
| Q1 2023 | $24,000 | -84.9% | 863 | -86.0% | 0.00% | – |
| Q4 2022 | $159,000 | -52.0% | 6,164 | -44.8% | 0.00% | – |
| Q3 2022 | $331,000 | +4037.5% | 11,174 | +4910.8% | 0.00% | – |
| Q3 2021 | $8,000 | +700.0% | 223 | +443.9% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -83.3% | 41 | -79.6% | 0.00% | – |
| Q3 2019 | $6,000 | -96.6% | 201 | -96.7% | 0.00% | – |
| Q2 2019 | $178,000 | +1.7% | 6,179 | 0.0% | 0.00% | – |
| Q1 2019 | $175,000 | +12.2% | 6,179 | 0.0% | 0.00% | – |
| Q4 2018 | $156,000 | +10.6% | 6,179 | +36.6% | 0.00% | – |
| Q3 2018 | $141,000 | -51.4% | 4,524 | -51.3% | 0.00% | – |
| Q2 2018 | $290,000 | – | 9,283 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPITAL WEALTH MANAGEMENT, LLC | 239,528 | $7,650,045 | 3.50% |
| Comprehensive Wealth Management, LLC | 56,455 | $1,803,060 | 1.32% |
| Systelligence, LLC | 117,474 | $3,751,885 | 1.00% |
| Solano Wealth Management, Inc. | 40,167 | $1,282,854 | 0.70% |
| Sachetta, LLC | 45,700 | $1,464,945 | 0.64% |
| Trademark Financial Management, LLC | 21,272 | $679,383 | 0.55% |
| WESCAP Management Group, Inc. | 31,200 | $996,476 | 0.28% |
| Certified Advisory Corp | 39,259 | $1,253,857 | 0.16% |
| ROVIN CAPITAL /UT/ /ADV | 11,632 | $372 | 0.16% |
| Glass Jacobson Investment Advisors llc | 5,567 | $177,810 | 0.06% |