ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,862 | -46.5% | 5,268 | -54.1% | 0.00% | – |
| Q4 2022 | $378,989 | +78.8% | 11,478 | +89.3% | 0.00% | – |
| Q2 2022 | $212,000 | +1.4% | 6,063 | +23.8% | 0.00% | – |
| Q1 2022 | $209,000 | -87.1% | 4,897 | -86.6% | 0.00% | -100.0% |
| Q4 2021 | $1,625,000 | +0.6% | 36,427 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $1,616,000 | +9.4% | 37,193 | +8.7% | 0.00% | 0.0% |
| Q2 2021 | $1,477,000 | -0.5% | 34,229 | -11.9% | 0.00% | 0.0% |
| Q1 2021 | $1,484,000 | +345.6% | 38,853 | +370.8% | 0.00% | – |
| Q4 2020 | $333,000 | – | 8,252 | – | 0.00% | – |
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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% |