ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,423,000 | -4.8% | 69,919 | +9.3% | 0.00% | – |
| Q2 2023 | $1,494,000 | +6.3% | 63,969 | +5.9% | 0.00% | – |
| Q1 2023 | $1,405,000 | -5.8% | 60,395 | +2.0% | 0.00% | – |
| Q4 2022 | $1,492,000 | -9.4% | 59,239 | -5.0% | 0.00% | -100.0% |
| Q3 2022 | $1,646,000 | -13.5% | 62,350 | -5.3% | 0.00% | 0.0% |
| Q2 2022 | $1,902,000 | -41.1% | 65,815 | -29.7% | 0.00% | 0.0% |
| Q1 2022 | $3,227,000 | -8.4% | 93,656 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $3,522,000 | +36.6% | 80,393 | +58.1% | 0.00% | 0.0% |
| Q3 2021 | $2,578,000 | -50.7% | 50,836 | -49.4% | 0.00% | 0.0% |
| Q2 2021 | $5,228,000 | +23.2% | 100,491 | +8.2% | 0.00% | 0.0% |
| Q1 2021 | $4,245,000 | +34.5% | 92,902 | +35.2% | 0.00% | 0.0% |
| Q4 2020 | $3,157,000 | -4.0% | 68,732 | -18.6% | 0.00% | 0.0% |
| Q3 2020 | $3,288,000 | +23.7% | 84,411 | +20.6% | 0.00% | 0.0% |
| Q2 2020 | $2,657,000 | +131.8% | 69,976 | +64.1% | 0.00% | 0.0% |
| Q1 2020 | $1,146,000 | – | 42,640 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 172,534 | $8,977,000 | 3.42% |
| STRATEGIC WEALTH MANAGEMENT INC | 40,772 | $2,121,000 | 1.14% |
| Sharkey, Howes & Javer | 64,027 | $3,331,000 | 0.88% |
| Wharton Business Group, LLC | 162,890 | $8,475,000 | 0.66% |
| Congress Park Capital LLC | 21,780 | $1,133,000 | 0.57% |
| Wolf Group Capital Advisors | 16,789 | $874,000 | 0.47% |
| TCG Advisory Services, LLC | 29,516 | $1,536,000 | 0.41% |
| Wealthcare Advisory Partners LLC | 109,762 | $5,711,000 | 0.38% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 22,450 | $1,168,000 | 0.19% |
| Mayflower Financial Advisors, LLC | 16,201 | $843,000 | 0.12% |