ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 134 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $143,983 | +15.0% | 3,961 | +4.5% | 0.03% | +9.7% |
| Q4 2022 | $125,179 | -24.1% | 3,791 | -22.0% | 0.03% | -31.1% |
| Q3 2022 | $165,000 | -4.6% | 4,863 | -1.4% | 0.04% | -2.2% |
| Q2 2022 | $173,000 | -15.6% | 4,933 | +2.8% | 0.05% | 0.0% |
| Q1 2022 | $205,000 | -0.5% | 4,799 | +4.1% | 0.05% | +9.5% |
| Q4 2021 | $206,000 | – | 4,610 | – | 0.04% | – |
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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% |