ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,827,000 | +5.5% | 99,352 | +3.6% | 0.00% | 0.0% |
| Q2 2023 | $3,626,000 | +3.3% | 95,896 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $3,509,000 | +17.2% | 96,512 | +6.5% | 0.00% | 0.0% |
| Q4 2022 | $2,994,000 | -27.1% | 90,658 | -25.0% | 0.00% | 0.0% |
| Q3 2022 | $4,108,000 | +3.3% | 120,953 | +6.6% | 0.00% | 0.0% |
| Q2 2022 | $3,975,000 | +14.4% | 113,484 | +39.4% | 0.00% | 0.0% |
| Q1 2022 | $3,476,000 | +130.5% | 81,413 | +140.8% | 0.00% | – |
| Q4 2021 | $1,508,000 | +18.4% | 33,809 | +15.3% | 0.00% | – |
| Q3 2021 | $1,274,000 | -30.8% | 29,321 | -31.3% | 0.00% | – |
| Q2 2021 | $1,841,000 | +815.9% | 42,684 | +706.1% | 0.00% | – |
| Q1 2021 | $201,000 | -96.7% | 5,295 | -96.5% | 0.00% | -100.0% |
| Q4 2020 | $6,113,000 | +88.4% | 151,508 | +53.2% | 0.00% | +100.0% |
| Q3 2020 | $3,244,000 | +30.5% | 98,873 | +23.9% | 0.00% | 0.0% |
| Q2 2020 | $2,485,000 | +4.0% | 79,775 | -16.9% | 0.00% | 0.0% |
| Q1 2020 | $2,389,000 | – | 96,030 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 69,963 | $2,823,000 | 1.14% |
| Wharton Business Group, LLC | 95,836 | $3,867,000 | 0.32% |
| Wealthcare Advisory Partners LLC | 62,550 | $2,524,000 | 0.22% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9,500 | $383,000 | 0.18% |
| Buffington Mohr McNeal | 17,645 | $712,000 | 0.17% |
| CX Institutional | 31,900 | $1,287,000 | 0.12% |
| Ellis Investment Partners, LLC | 10,057 | $406,000 | 0.12% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,605 | $307,000 | 0.10% |
| Crescent Grove Advisors, LLC | 14,879 | $601,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 11,010 | $444,000 | 0.08% |