ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 92,174 | $4,234,000 | 1.72% |
| STRATEGIC WEALTH MANAGEMENT INC | 45,501 | $2,090,000 | 1.28% |
| Outlook Wealth Advisors, LLC | 15,613 | $717,000 | 0.26% |
| TCG Advisory Services, LLC | 12,838 | $500,000 | 0.23% |
| Wealthcare Advisory Partners LLC | 55,097 | $2,531,000 | 0.22% |
| Archer Investment Corp | 7,000 | $321,580,000 | 0.15% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6,198 | $285,000 | 0.09% |
| Tolleson Wealth Management, Inc. | 5,334 | $245,000 | 0.08% |
| Wharton Business Group, LLC | 21,110 | $970,000 | 0.08% |
| NAPLES GLOBAL ADVISORS, LLC | 6,415 | $295,000 | 0.05% |