ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 2 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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 37,790 | $1,455,288 | 15.38% |
| RETIREMENT CAPITAL STRATEGIES | 78,687 | $3,030,236 | 1.42% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 22,600 | $870,326 | 0.84% |
| Sierra Capital LLC | 117,113 | $4,510 | 0.72% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 29,050 | $1,118,720 | 0.72% |
| LVM CAPITAL MANAGEMENT LTD/MI | 127,906 | $4,926 | 0.69% |
| WealthOne, LLC | 41,107 | $1,583,046 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 12,317 | $474,328 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 20,980 | $807,940 | 0.54% |
| Wharton Business Group, LLC | 200,110 | $7,706 | 0.43% |